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 | $350,684 | $131,835+166.0% | $108,582+223.0% | $273,972+28.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.59% | -91.57%+98.2pp | -51.70%+58.3pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,236 | $4,913-54.5% | $3,758-40.5% | $4,869-54.1% |
| Participant deferral / active EE | $1,720 | $5,127-66.5% | $4,311-60.1% | $5,287-67.5% |
| Admin fee / account holder | $11,877 | $10,253+15.8% | $7,645+55.4% | $10,133+17.2% |