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 | $298,640 | $81,457+266.6% | $103,378+188.9% | $80,911+269.1% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.6%+29.3pp |
| Annual return | 1414.76% | 25.58%+1389.2pp | 24.91%+1389.9pp | 35.63%+1379.1pp |
| Employer contribution / active EE | $36,345 | $3,107+1069.7% | $3,870+839.1% | $2,756+1218.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $67,275 | $6,717+901.6% | $8,401+700.8% | $6,935+870.1% |