Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $588,821 | $92,743+534.9% | $82,744+611.6% | $134,532+337.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.05% | 946.63%-960.7pp | 702.22%-716.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $13,998 | $3,273+327.7% | $3,008+365.3% | $4,741+195.2% |
| Participant deferral / active EE | $12,446 | $4,802+159.2% | $4,395+183.2% | $6,401+94.4% |
| Admin fee / account holder | $28,502 | $5,977+376.8% | $5,325+435.3% | $11,429+149.4% |