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 | $327,260 | $168,636+94.1% | $147,618+121.7% | $125,388+161.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.79% | 77.65%-80.4pp | 61.98%-64.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $16,315 | $6,252+160.9% | $5,565+193.2% | $4,866+235.3% |
| Participant deferral / active EE | $15,058 | $5,507+173.4% | $4,895+207.6% | $5,352+181.4% |
| Admin fee / account holder | $2,871 | $13,580-78.9% | $11,612-75.3% | $9,541-69.9% |