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 | $580,623 | $105,861+448.5% | $90,756+539.8% | $134,509+331.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.92% | -10.99%-1.9pp | -12.16%-0.8pp | 418.13%-431.0pp |
| Employer contribution / active EE | $7,679 | $3,463+121.7% | $2,922+162.8% | $4,741+62.0% |
| Participant deferral / active EE | $11,314 | $5,217+116.9% | $4,565+147.9% | $6,400+76.8% |
| Admin fee / account holder | $3,838 | $13,938-72.5% | $8,445-54.6% | $11,427-66.4% |