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 | $255,102 | $167,353+52.4% | $143,797+77.4% | $134,545+89.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.05% | 0.48%-17.5pp | -0.04%-17.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $1,937 | $5,620-65.5% | $4,952-60.9% | $4,742-59.1% |
| Participant deferral / active EE | $9,055 | $6,447+40.4% | $5,638+60.6% | $6,401+41.5% |
| Admin fee / account holder | $922 | $18,096-94.9% | $14,679-93.7% | $11,431-91.9% |