Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $301,171 | $92,766+224.7% | $82,763+263.9% | $134,545+123.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.55% | 946.97%-954.5pp | 702.45%-710.0pp | 418.37%-425.9pp |
| Employer contribution / active EE | $5,807 | $3,273+77.4% | $3,008+93.0% | $4,742+22.5% |
| Participant deferral / active EE | $5,820 | $4,802+21.2% | $4,395+32.4% | $6,401-9.1% |
| Admin fee / account holder | $2,499 | $5,978-58.2% | $5,325-53.1% | $11,431-78.1% |