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 | $804,333 | $138,076+482.5% | $123,553+551.0% | $135,380+494.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.83% | 153.70%-158.5pp | 119.21%-124.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $3,422 | $5,152-33.6% | $4,628-26.1% | $4,779-28.4% |
| Participant deferral / active EE | $18,920 | $6,800+178.3% | $6,426+194.4% | $5,609+237.3% |
| Admin fee / account holder | $24,980 | $10,917+128.8% | $9,284+169.1% | $10,828+130.7% |