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 | $611,076 | $93,117+556.2% | $77,096+692.6% | $134,532+354.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -9.41% | 62.67%-72.1pp | 42.35%-51.8pp | 418.27%-427.7pp |
| Employer contribution / active EE | $26,793 | $3,420+683.3% | $2,814+852.0% | $4,741+465.1% |
| Participant deferral / active EE | $15,738 | $5,241+200.3% | $4,429+255.3% | $6,401+145.9% |
| Admin fee / account holder | $9,630 | $6,948+38.6% | $5,428+77.4% | $11,429-15.7% |