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 | $347,188 | $142,409+143.8% | $119,634+190.2% | $134,545+158.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.85% | -12.46%-1.4pp | -14.98%+1.1pp | 418.37%-432.2pp |
| Employer contribution / active EE | $9,880 | $5,224+89.1% | $4,232+133.4% | $4,742+108.4% |
| Participant deferral / active EE | $12,357 | $6,468+91.0% | $5,601+120.6% | $6,401+93.0% |
| Admin fee / account holder | $9,314 | $13,594-31.5% | $10,329-9.8% | $11,431-18.5% |