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 | $278,283 | $138,076+101.5% | $123,553+125.2% | $135,380+105.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.80% | 153.70%-159.5pp | 119.21%-125.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $23,781 | $5,152+361.6% | $4,628+413.9% | $4,779+397.6% |
| Participant deferral / active EE | $15,589 | $6,800+129.3% | $6,426+142.6% | $5,609+177.9% |
| Admin fee / account holder | $3,098 | $10,917-71.6% | $9,284-66.6% | $10,828-71.4% |