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 | $421,146 | $87,546+381.1% | $75,784+455.7% | $125,389+235.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.17% | 13.49%-16.7pp | 9.68%-12.9pp | 282.24%-285.4pp |
| Employer contribution / active EE | $20,702 | $3,930+426.8% | $3,323+522.9% | $4,866+325.4% |
| Participant deferral / active EE | $17,257 | $4,230+308.0% | $3,652+372.6% | $5,352+222.5% |
| Admin fee / account holder | $4,042 | $6,503-37.8% | $5,300-23.7% | $9,541-57.6% |