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 | $299,237 | $167,353+78.8% | $143,797+108.1% | $134,545+122.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.39% | 0.48%-15.9pp | -0.04%-15.3pp | 418.37%-433.8pp |
| Employer contribution / active EE | $17,730 | $5,620+215.5% | $4,952+258.0% | $4,742+273.9% |
| Participant deferral / active EE | $14,353 | $6,447+122.6% | $5,638+154.6% | $6,401+124.2% |
| Admin fee / account holder | $7,051 | $18,096-61.0% | $14,679-52.0% | $11,431-38.3% |