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 | $309,296 | $99,032+212.3% | $80,022+286.5% | $135,380+128.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.36% | 15.39%-23.8pp | 11.22%-19.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $15,369 | $3,043+405.0% | $2,468+522.7% | $4,779+221.6% |
| Participant deferral / active EE | $4,360 | $4,282+1.8% | $3,686+18.3% | $5,609-22.3% |
| Admin fee / account holder | $11,498 | $10,436+10.2% | $6,521+76.3% | $10,828+6.2% |