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 | $300,207 | $210,698+42.5% | $178,014+68.6% | $145,959+105.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.00% | 386.27%-386.3pp | 294.80%-294.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $2,454 | $4,567-46.3% | $3,950-37.9% | $4,661-47.4% |
| Participant deferral / active EE | $10,523 | $6,958+51.2% | $6,276+67.7% | $6,689+57.3% |
| Admin fee / account holder | $303 | $12,016-97.5% | $10,362-97.1% | $13,398-97.7% |