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 | $277,399 | $133,981+107.0% | $112,249+147.1% | $134,532+106.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -18.36% | 47.16%-65.5pp | 27.48%-45.8pp | 418.27%-436.6pp |
| Employer contribution / active EE | $3,071 | $4,040-24.0% | $3,636-15.5% | $4,741-35.2% |
| Participant deferral / active EE | $11,036 | $5,292+108.5% | $4,729+133.4% | $6,401+72.4% |
| Admin fee / account holder | $2,176 | $7,492-71.0% | $6,412-66.1% | $11,429-81.0% |