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 | $369,172 | $95,917+284.9% | $79,583+363.9% | $134,545+174.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.65% | -2.70%-12.0pp | 0.16%-14.8pp | 418.37%-433.0pp |
| Employer contribution / active EE | $3,234 | $3,129+3.4% | $2,414+34.0% | $4,742-31.8% |
| Participant deferral / active EE | $15,190 | $4,694+223.6% | $3,986+281.1% | $6,401+137.3% |
| Admin fee / account holder | $891 | $9,132-90.2% | $6,835-87.0% | $11,431-92.2% |