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 | $281,626 | $211,946+32.9% | $169,452+66.2% | $135,380+108.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.20% | 3.26%-8.5pp | 1.83%-7.0pp | 519.81%-525.0pp |
| Employer contribution / active EE | $21,452 | $5,117+319.2% | $4,157+416.1% | $4,779+348.9% |
| Participant deferral / active EE | $12,700 | $6,075+109.0% | $5,277+140.7% | $5,609+126.4% |
| Admin fee / account holder | $8,435 | $11,472-26.5% | $9,110-7.4% | $10,828-22.1% |