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 | $641,455 | $90,320+610.2% | $59,496+978.2% | $125,389+411.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 0.24% | 369.13%-368.9pp | 182.05%-181.8pp | 282.24%-282.0pp |
| Employer contribution / active EE | $34,500 | $1,792+1825.7% | $1,153+2892.4% | $4,866+609.0% |
| Participant deferral / active EE | $23,000 | $2,716+746.8% | $1,829+1157.3% | $5,352+329.8% |
| Admin fee / account holder | $1,197 | $3,063-60.9% | $2,232-46.4% | $9,541-87.5% |