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 | $775,541 | $167,353+363.4% | $143,797+439.3% | $134,545+476.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.42% | 0.48%-6.9pp | -0.04%-6.4pp | 418.37%-424.8pp |
| Employer contribution / active EE | $29,425 | $5,620+423.5% | $4,952+494.2% | $4,742+520.6% |
| Participant deferral / active EE | $20,000 | $6,447+210.2% | $5,638+254.7% | $6,401+212.4% |
| Admin fee / account holder | $15,330 | $18,096-15.3% | $14,679+4.4% | $11,431+34.1% |