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 | $406,909 | $90,607+349.1% | $79,467+412.0% | $135,380+200.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.89% | 977.74%-982.6pp | 718.30%-723.2pp | 519.81%-524.7pp |
| Employer contribution / active EE | $21,605 | $3,068+604.2% | $2,800+671.5% | $4,779+352.1% |
| Participant deferral / active EE | $25,294 | $4,050+524.5% | $3,704+582.9% | $5,609+350.9% |
| Admin fee / account holder | $21,154 | $5,895+258.8% | $5,104+314.4% | $10,828+95.4% |