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 | $277,252 | $138,102+100.8% | $125,381+121.1% | $134,532+106.1% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -3.10% | 750.73%-753.8pp | 572.31%-575.4pp | 418.27%-421.4pp |
| Employer contribution / active EE | $12,664 | $5,245+141.4% | $4,815+163.0% | $4,741+167.1% |
| Participant deferral / active EE | $11,626 | $7,801+49.0% | $7,448+56.1% | $6,401+81.6% |
| Admin fee / account holder | $30,914 | $11,568+167.2% | $10,007+208.9% | $11,429+170.5% |