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 | $449,629 | $150,447+198.9% | $136,298+229.9% | $147,586+204.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.79% | 1049.15%-1032.4pp | 5156.27%-5139.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $3,998 | $5,256-23.9% | $4,696-14.9% | $4,876-18.0% |
| Participant deferral / active EE | $13,125 | $6,631+97.9% | $6,247+110.1% | $5,439+141.3% |
| Admin fee / account holder | $7,571 | $10,906-30.6% | $9,244-18.1% | $10,886-30.4% |