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 | $396,327 | $90,607+337.4% | $79,467+398.7% | $135,380+192.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.89% | 977.74%-980.6pp | 718.30%-721.2pp | 519.81%-522.7pp |
| Employer contribution / active EE | $12,464 | $3,068+306.3% | $2,800+345.1% | $4,779+160.8% |
| Participant deferral / active EE | $13,774 | $4,050+240.1% | $3,704+271.9% | $5,609+145.6% |
| Admin fee / account holder | $1,140 | $5,895-80.7% | $5,104-77.7% | $10,828-89.5% |