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 | $359,214 | $76,785+367.8% | $56,441+536.4% | $145,959+146.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 5.39% | 3000.51%-2995.1pp | 1704.21%-1698.8pp | 561.95%-556.6pp |
| Employer contribution / active EE | $43,500 | $1,381+3050.9% | $1,039+4086.3% | $4,661+833.3% |
| Participant deferral / active EE | $30,500 | $2,624+1062.5% | $1,953+1461.8% | $6,689+356.0% |
| Admin fee / account holder | $4,903 | $3,334+47.1% | $2,829+73.3% | $13,398-63.4% |