Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $294,901 | $99,668+195.9% | $86,451+241.1% | $134,545+119.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.61% | 6789.61%-6800.2pp | 4398.51%-4409.1pp | 418.37%-429.0pp |
| Employer contribution / active EE | $12,944 | $4,403+194.0% | $3,770+243.4% | $4,742+173.0% |
| Participant deferral / active EE | $11,833 | $7,249+63.2% | $6,953+70.2% | $6,401+84.9% |
| Admin fee / account holder | $7,641 | $8,377-8.8% | $6,734+13.5% | $11,431-33.2% |