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 | $327,416 | $160,059+104.6% | $140,019+133.8% | $135,379+141.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.79% | 911.44%-915.2pp | 651.15%-654.9pp | 519.79%-523.6pp |
| Employer contribution / active EE | $4,082 | $6,420-36.4% | $5,605-27.2% | $4,779-14.6% |
| Participant deferral / active EE | $14,557 | $7,641+90.5% | $6,927+110.2% | $5,609+159.5% |
| Admin fee / account holder | $13,346 | $13,328+0.1% | $10,705+24.7% | $10,828+23.3% |