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 | $430,047 | $95,188+351.8% | $76,518+462.0% | $135,379+217.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.50% | 4.85%-10.3pp | -0.27%-5.2pp | 519.79%-525.3pp |
| Employer contribution / active EE | $20,000 | $3,303+505.6% | $2,647+655.5% | $4,779+318.5% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,509 | $6,249-59.8% | $4,849-48.2% | $10,828-76.8% |