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 | $2,451,387 | $138,102+1675.1% | $125,381+1855.1% | $134,532+1722.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.91% | 750.73%-765.6pp | 572.31%-587.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $35,958 | $5,245+585.5% | $4,815+646.8% | $4,741+658.4% |
| Participant deferral / active EE | $18,500 | $7,801+137.2% | $7,448+148.4% | $6,401+189.0% |
| Admin fee / account holder | $109,255 | $11,568+844.5% | $10,007+991.8% | $11,429+856.0% |