Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $253,520 | $124,314+103.9% | $109,163+132.2% | $167,518+51.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $9,091 | $4,209+116.0% | $3,723+144.2% | $4,838+87.9% |
| Participant deferral / active EE | $1,990 | $5,256-62.1% | $4,654-57.2% | $6,342-68.6% |
| Admin fee / account holder | $3,161 | $7,973-60.4% | $6,754-53.2% | $12,312-74.3% |