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 | $420,117 | $142,392+195.0% | $119,622+251.2% | $134,532+212.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.19% | -12.46%+0.3pp | -14.98%+2.8pp | 418.27%-430.5pp |
| Employer contribution / active EE | $20,396 | $5,224+290.5% | $4,232+381.9% | $4,741+330.2% |
| Participant deferral / active EE | $16,444 | $6,467+154.3% | $5,601+193.6% | $6,401+156.9% |
| Admin fee / account holder | $2,357 | $13,593-82.7% | $10,328-77.2% | $11,429-79.4% |