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 | $359,478 | $138,102+160.3% | $125,381+186.7% | $134,532+167.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.60% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,333 | $5,245-74.6% | $4,815-72.3% | $4,741-71.9% |
| Participant deferral / active EE | $5,642 | $7,801-27.7% | $7,448-24.2% | $6,401-11.9% |
| Admin fee / account holder | $21,395 | $11,568+84.9% | $10,007+113.8% | $11,429+87.2% |