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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $172,694 | $160,028+7.9% | $147,080+17.4% | $145,884+18.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.54% | 98.60%-89.1pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,889 | $5,286-64.3% | $4,933-61.7% | $4,662-59.5% |
| Participant deferral / active EE | $2,756 | $8,422-67.3% | $8,066-65.8% | $6,690-58.8% |
| Admin fee / account holder | $7,782 | $15,030-48.2% | $12,989-40.1% | $13,392-41.9% |