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 | $266,324 | $142,361+87.1% | $119,608+122.7% | $134,509+98.0% |
| Participation rate | 91.7% | 82.8%+8.8pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | 53.24% | -12.46%+65.7pp | -14.98%+68.2pp | 418.13%-364.9pp |
| Employer contribution / active EE | $2,547 | $5,224-51.2% | $4,232-39.8% | $4,741-46.3% |
| Participant deferral / active EE | $4,951 | $6,468-23.5% | $5,601-11.6% | $6,400-22.6% |
| Admin fee / account holder | $3,853 | $13,588-71.6% | $10,326-62.7% | $11,427-66.3% |