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 | $410,941 | $138,114+197.5% | $125,391+227.7% | $134,545+205.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.83% | 750.88%-770.7pp | 572.41%-592.2pp | 418.37%-438.2pp |
| Employer contribution / active EE | $34,375 | $5,246+555.3% | $4,816+613.8% | $4,742+625.0% |
| Participant deferral / active EE | $21,833 | $7,801+179.9% | $7,448+193.1% | $6,401+241.1% |
| Admin fee / account holder | $9,909 | $11,570-14.4% | $10,009-1.0% | $11,431-13.3% |