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 | $273,661 | $131,835+107.6% | $108,582+152.0% | $273,972-0.1% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.6%+14.5pp | 83.0%+11.1pp |
| Annual return | 7.97% | -91.57%+99.5pp | -51.70%+59.7pp | 41.46%-33.5pp |
| Employer contribution / active EE | $4,096 | $4,913-16.6% | $3,758+9.0% | $4,869-15.9% |
| Participant deferral / active EE | $5,891 | $5,127+14.9% | $4,311+36.6% | $5,287+11.4% |
| Admin fee / account holder | $3,261 | $10,253-68.2% | $7,645-57.3% | $10,133-67.8% |