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 | $325,132 | $167,353+94.3% | $143,797+126.1% | $134,545+141.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -18.24% | 0.48%-18.7pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $2,239 | $5,620-60.2% | $4,952-54.8% | $4,742-52.8% |
| Participant deferral / active EE | $10,955 | $6,447+69.9% | $5,638+94.3% | $6,401+71.1% |
| Admin fee / account holder | $3,604 | $18,096-80.1% | $14,679-75.4% | $11,431-68.5% |