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 | $268,604 | $87,542+206.8% | $75,782+254.4% | $125,393+114.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.34% | 13.48%-13.1pp | 9.68%-9.3pp | 282.23%-281.9pp |
| Employer contribution / active EE | $2,153 | $3,930-45.2% | $3,323-35.2% | $4,866-55.8% |
| Participant deferral / active EE | $8,745 | $4,229+106.8% | $3,652+139.5% | $5,351+63.4% |
| Admin fee / account holder | $648 | $6,502-90.0% | $5,300-87.8% | $9,541-93.2% |