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 | $399,795 | $150,447+165.7% | $136,298+193.3% | $147,586+170.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.31% | 1049.15%-1037.8pp | 5156.27%-5145.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $25,325 | $5,256+381.8% | $4,696+439.3% | $4,876+419.3% |
| Participant deferral / active EE | $17,325 | $6,631+161.3% | $6,247+177.3% | $5,439+218.5% |
| Admin fee / account holder | $6,667 | $10,906-38.9% | $9,244-27.9% | $10,886-38.8% |