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 | $1,454,414 | $169,161+759.8% | $129,295+1024.9% | $145,959+896.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.01% | 14348.07%-14337.1pp | 9429.28%-9418.3pp | 561.95%-550.9pp |
| Employer contribution / active EE | $21,936 | $5,543+295.7% | $4,157+427.7% | $4,661+370.6% |
| Participant deferral / active EE | $30,500 | $4,989+511.3% | $4,169+631.6% | $6,689+356.0% |
| Admin fee / account holder | $7,374 | $9,878-25.4% | $7,665-3.8% | $13,398-45.0% |