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 | $333,491 | $138,102+141.5% | $125,381+166.0% | $134,532+147.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.67% | 750.73%-765.4pp | 572.31%-587.0pp | 418.27%-432.9pp |
| Employer contribution / active EE | $3,298 | $5,245-37.1% | $4,815-31.5% | $4,741-30.4% |
| Participant deferral / active EE | $11,306 | $7,801+44.9% | $7,448+51.8% | $6,401+76.6% |
| Admin fee / account holder | $9,459 | $11,568-18.2% | $10,007-5.5% | $11,429-17.2% |