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 | $445,273 | $142,392+212.7% | $119,622+272.2% | $134,532+231.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.85% | -12.46%-2.4pp | -14.98%+0.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $6,234 | $5,224+19.3% | $4,232+47.3% | $4,741+31.5% |
| Participant deferral / active EE | $20,561 | $6,467+217.9% | $5,601+267.1% | $6,401+221.2% |
| Admin fee / account holder | $2,139 | $13,593-84.3% | $10,328-79.3% | $11,429-81.3% |