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 | $256,331 | $138,102+85.6% | $125,381+104.4% | $134,532+90.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.09% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $2,892 | $5,245-44.9% | $4,815-39.9% | $4,741-39.0% |
| Participant deferral / active EE | $12,634 | $7,801+62.0% | $7,448+69.6% | $6,401+97.4% |
| Admin fee / account holder | $88,309 | $11,568+663.4% | $10,007+782.5% | $11,429+672.7% |