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 | $328,391 | $154,209+113.0% | $130,062+152.5% | $139,487+135.4% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 10.30% | 32.52%-22.2pp | -137.37%+147.7pp | 373.84%-363.5pp |
| Employer contribution / active EE | $1,896 | $5,292-64.2% | $4,322-56.1% | $4,755-60.1% |
| Participant deferral / active EE | $6,134 | $6,709-8.6% | $5,821+5.4% | $6,713-8.6% |
| Admin fee / account holder | $4,177 | $13,988-70.1% | $10,601-60.6% | $11,407-63.4% |