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 | $295,083 | $167,352+76.3% | $143,788+105.2% | $134,509+119.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.96% | 0.47%-13.4pp | -0.03%-12.9pp | 418.13%-431.1pp |
| Employer contribution / active EE | $3,004 | $5,620-46.6% | $4,952-39.3% | $4,741-36.6% |
| Participant deferral / active EE | $9,628 | $6,447+49.3% | $5,638+70.8% | $6,400+50.4% |
| Admin fee / account holder | $6,239 | $18,091-65.5% | $14,675-57.5% | $11,427-45.4% |