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 | $403,521 | $97,732+312.9% | $83,831+381.3% | $135,380+198.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.66% | 1287.56%-1294.2pp | 850.99%-857.6pp | 519.81%-526.5pp |
| Employer contribution / active EE | $25,272 | $4,222+498.6% | $3,631+596.0% | $4,779+428.8% |
| Participant deferral / active EE | $10,442 | $4,683+123.0% | $4,082+155.8% | $5,609+86.2% |
| Admin fee / account holder | $19,992 | $6,675+199.5% | $5,479+264.9% | $10,828+84.6% |