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 | $2,095,052 | $169,361+1137.0% | $129,397+1519.1% | $145,877+1336.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 28.99% | 14395.54%-14366.5pp | 9453.98%-9425.0pp | 551.28%-522.3pp |
| Employer contribution / active EE | $34,375 | $5,542+520.3% | $4,154+727.5% | $4,663+637.2% |
| Participant deferral / active EE | $26,750 | $4,987+436.3% | $4,167+541.9% | $6,691+299.8% |
| Admin fee / account holder | $18,582 | $9,903+87.6% | $7,679+142.0% | $13,402+38.6% |