Sign up free to preview peer percentile detail
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 | $343,270 | $183,539+87.0% | $155,556+120.7% | $145,897+135.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1308.84% | 61.31%+1247.5pp | 64.84%+1244.0pp | 552.29%+756.6pp |
| Employer contribution / active EE | $7,189 | $5,315+35.3% | $4,675+53.8% | $4,663+54.2% |
| Participant deferral / active EE | $7,638 | $6,467+18.1% | $5,631+35.6% | $6,689+14.2% |
| Admin fee / account holder | $3,569 | $19,275-81.5% | $15,885-77.5% | $13,390-73.3% |