Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $608,698 | $110,093+452.9% | $97,295+525.6% | $145,897+317.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 142.72% | 244.76%-102.0pp | 75.62%+67.1pp | 552.29%-409.6pp |
| Employer contribution / active EE | $479 | $3,077-84.4% | $2,723-82.4% | $4,663-89.7% |
| Participant deferral / active EE | $8,418 | $4,678+79.9% | $4,264+97.4% | $6,689+25.8% |
| Admin fee / account holder | $4,735 | $6,212-23.8% | $5,646-16.1% | $13,390-64.6% |