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 | $304,554 | $142,409+113.9% | $119,634+154.6% | $134,545+126.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.20% | -12.46%+5.3pp | -14.98%+7.8pp | 418.37%-425.6pp |
| Employer contribution / active EE | $10,982 | $5,224+110.2% | $4,232+159.5% | $4,742+131.6% |
| Participant deferral / active EE | $10,638 | $6,468+64.5% | $5,601+89.9% | $6,401+66.2% |
| Admin fee / account holder | $1,338 | $13,594-90.2% | $10,329-87.0% | $11,431-88.3% |