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 | $271,206 | $99,032+173.9% | $80,022+238.9% | $135,380+100.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.59% | 15.39%-19.0pp | 11.22%-14.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $11,619 | $3,043+281.8% | $2,468+370.8% | $4,779+143.1% |
| Participant deferral / active EE | $7,014 | $4,282+63.8% | $3,686+90.3% | $5,609+25.1% |
| Admin fee / account holder | $2,365 | $10,436-77.3% | $6,521-63.7% | $10,828-78.2% |