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 | $373,938 | $154,159+142.6% | $130,026+187.6% | $139,456+168.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.81% | 32.50%-18.7pp | -137.26%+151.1pp | 373.45%-359.6pp |
| Employer contribution / active EE | $2,233 | $5,292-57.8% | $4,321-48.3% | $4,753-53.0% |
| Participant deferral / active EE | $2,737 | $6,710-59.2% | $5,821-53.0% | $6,711-59.2% |
| Admin fee / account holder | $8,634 | $14,001-38.3% | $10,608-18.6% | $11,407-24.3% |