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 | $282,368 | $167,533+68.5% | $151,645+86.2% | $134,545+109.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.21% | 7.81%-23.0pp | 3.34%-18.6pp | 418.37%-433.6pp |
| Employer contribution / active EE | $10,491 | $6,828+53.6% | $6,165+70.2% | $4,742+121.3% |
| Participant deferral / active EE | $14,367 | $8,985+59.9% | $8,363+71.8% | $6,401+124.4% |
| Admin fee / account holder | $715 | $13,781-94.8% | $11,614-93.8% | $11,431-93.7% |