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 | $415,764 | $131,835+215.4% | $108,582+282.9% | $273,972+51.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.52% | -91.57%+96.1pp | -51.70%+56.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $14,148 | $4,913+188.0% | $3,758+276.4% | $4,869+190.6% |
| Participant deferral / active EE | $10,949 | $5,127+113.5% | $4,311+154.0% | $5,287+107.1% |
| Admin fee / account holder | $4,092 | $10,253-60.1% | $7,645-46.5% | $10,133-59.6% |