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 | $277,023 | $167,522+65.4% | $151,639+82.7% | $134,532+105.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -11.12% | 7.81%-18.9pp | 3.34%-14.5pp | 418.27%-429.4pp |
| Employer contribution / active EE | $2,653 | $6,828-61.1% | $6,165-57.0% | $4,741-44.0% |
| Participant deferral / active EE | $18,816 | $8,986+109.4% | $8,363+125.0% | $6,401+193.9% |
| Admin fee / account holder | $36,565 | $13,780+165.4% | $11,613+214.9% | $11,429+219.9% |