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 | $255,301 | $138,075+84.9% | $123,552+106.6% | $135,379+88.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.29% | 153.70%-161.0pp | 119.20%-126.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $13,771 | $5,152+167.3% | $4,628+197.5% | $4,779+188.2% |
| Participant deferral / active EE | $11,476 | $6,800+68.8% | $6,426+78.6% | $5,609+104.6% |
| Admin fee / account holder | $10,198 | $10,917-6.6% | $9,285+9.8% | $10,828-5.8% |