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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,405 | $93,345-62.1% | $119,126-70.3% | $87,485-59.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 21.68% | 19.08%+2.6pp | 282.11%-260.4pp | 26.06%-4.4pp |
| Employer contribution / active EE | $2,384 | $3,172-24.8% | $4,034-40.9% | $2,596-8.2% |
| Participant deferral / active EE | $7,858 | $4,099+91.7% | $5,318+47.8% | $4,274+83.9% |
| Admin fee / account holder | $306 | $8,039-96.2% | $10,693-97.1% | $7,775-96.1% |