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 | $274,856 | $138,075+99.1% | $123,552+122.5% | $135,379+103.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.71% | 153.70%-157.4pp | 119.20%-122.9pp | 519.79%-523.5pp |
| Employer contribution / active EE | $3,388 | $5,152-34.2% | $4,628-26.8% | $4,779-29.1% |
| Participant deferral / active EE | $9,961 | $6,800+46.5% | $6,426+55.0% | $5,609+77.6% |
| Admin fee / account holder | $3,121 | $10,917-71.4% | $9,285-66.4% | $10,828-71.2% |