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 | $1,011,641 | $138,078+632.7% | $125,363+707.0% | $134,509+652.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.16% | 750.49%-770.7pp | 572.15%-592.3pp | 418.13%-438.3pp |
| Employer contribution / active EE | $24,208 | $5,245+361.6% | $4,815+402.8% | $4,741+410.7% |
| Participant deferral / active EE | $16,470 | $7,800+111.2% | $7,447+121.2% | $6,400+157.3% |
| Admin fee / account holder | $25,469 | $11,566+120.2% | $10,005+154.6% | $11,427+122.9% |