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 | $308,774 | $190,862+61.8% | $159,991+93.0% | $134,509+129.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.08% | 552.59%-570.7pp | 408.82%-426.9pp | 418.13%-436.2pp |
| Employer contribution / active EE | $12,010 | $4,995+140.5% | $4,225+184.3% | $4,741+153.3% |
| Participant deferral / active EE | $14,226 | $6,924+105.5% | $6,183+130.1% | $6,400+122.3% |
| Admin fee / account holder | $1,683 | $10,495-84.0% | $8,715-80.7% | $11,427-85.3% |