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 | $1,027,932 | $160,028+542.3% | $147,080+598.9% | $145,884+604.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 98.60%-87.8pp | 420.17%-409.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $46,250 | $5,286+775.0% | $4,933+837.5% | $4,662+892.0% |
| Participant deferral / active EE | $30,250 | $8,422+259.2% | $8,066+275.0% | $6,690+352.2% |
| Admin fee / account holder | $9,128 | $15,030-39.3% | $12,989-29.7% | $13,392-31.8% |