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 | $350,409 | $167,533+109.2% | $151,645+131.1% | $134,545+160.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.03% | 7.81%-24.8pp | 3.34%-20.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $26,895 | $6,828+293.9% | $6,165+336.2% | $4,742+467.2% |
| Participant deferral / active EE | $17,892 | $8,985+99.1% | $8,363+113.9% | $6,401+179.5% |
| Admin fee / account holder | $10,981 | $13,781-20.3% | $11,614-5.4% | $11,431-3.9% |