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 | $277,478 | $59,813+363.9% | $79,580+248.7% | $68,486+305.2% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.5%+20.5pp | 67.9%+22.1pp |
| Annual return | 50.12% | -12.30%+62.4pp | 0.15%+50.0pp | -7.85%+58.0pp |
| Employer contribution / active EE | $1,700 | $1,505+12.9% | $2,413-29.6% | $2,597-34.5% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $514 | $4,835-89.4% | $6,835-92.5% | $5,404-90.5% |