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 | $304,241 | $127,387+138.8% | $115,038+164.5% | $125,389+142.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.97% | 31.28%-34.3pp | 26.14%-29.1pp | 282.24%-285.2pp |
| Employer contribution / active EE | $26,206 | $5,166+407.3% | $4,608+468.7% | $4,866+438.5% |
| Participant deferral / active EE | $18,000 | $6,423+180.2% | $6,026+198.7% | $5,352+236.3% |
| Admin fee / account holder | $6,104 | $9,516-35.9% | $8,175-25.3% | $9,541-36.0% |