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 | $769,924 | $105,867+627.3% | $90,760+748.3% | $134,532+472.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.16% | -10.99%-5.2pp | -12.16%-4.0pp | 418.27%-434.4pp |
| Employer contribution / active EE | $34,995 | $3,464+910.4% | $2,922+1097.8% | $4,741+638.1% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $63,023 | $13,936+352.2% | $8,444+646.3% | $11,429+451.5% |