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 | $259,774 | $92,766+180.0% | $82,763+213.9% | $134,545+93.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.02% | 946.97%-966.0pp | 702.45%-721.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $21,170 | $3,273+546.8% | $3,008+603.7% | $4,742+346.5% |
| Participant deferral / active EE | $26,220 | $4,802+446.0% | $4,395+496.6% | $6,401+309.6% |
| Admin fee / account holder | $1,698 | $5,978-71.6% | $5,325-68.1% | $11,431-85.1% |