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 | $78,063 | $72,446+7.8% | $67,561+15.5% | $145,877-46.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.58% | 7211.98%-7197.4pp | 3525.44%-3510.9pp | 551.28%-536.7pp |
| Employer contribution / active EE | $8,356 | $3,072+172.0% | $2,735+205.5% | $4,663+79.2% |
| Participant deferral / active EE | $12,283 | $4,785+156.7% | $4,003+206.9% | $6,691+83.6% |
| Admin fee / account holder | $2,064 | $5,541-62.7% | $4,006-48.5% | $13,402-84.6% |