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 | $23,125 | $134,817-82.8% | $123,973-81.3% | $155,188-85.1% |
| Participation rate | 86.7% | 79.4%+7.3pp | 76.7%+10.0pp | 80.8%+5.9pp |
| Annual return | 22.40% | 515.49%-493.1pp | 388.13%-365.7pp | 148.84%-126.4pp |
| Employer contribution / active EE | $2,819 | $4,425-36.3% | $4,126-31.7% | $4,248-33.6% |
| Participant deferral / active EE | $2,557 | $5,706-55.2% | $5,247-51.3% | $6,531-60.9% |
| Admin fee / account holder | $670 | $13,245-94.9% | $11,799-94.3% | $14,480-95.4% |