Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $418,510 | $138,114+203.0% | $125,391+233.8% | $134,545+211.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -17.04% | 750.88%-767.9pp | 572.41%-589.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $16,866 | $5,246+221.5% | $4,816+250.2% | $4,742+255.7% |
| Participant deferral / active EE | $13,880 | $7,801+77.9% | $7,448+86.3% | $6,401+116.8% |
| Admin fee / account holder | $1,825 | $11,570-84.2% | $10,009-81.8% | $11,431-84.0% |