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 | $97,105 | $65,082+49.2% | $81,367+19.3% | $59,633+62.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 82.3%+17.7pp | 68.7%+31.3pp |
| Annual return | 0.07% | 1.16%-1.1pp | -0.92%+1.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $4,792 | $2,934+63.4% | $3,930+22.0% | $2,203+117.6% |
| Participant deferral / active EE | $0 | $4,083-100.0% | $5,383-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,075 | $7,582-46.3% | $8,926-54.3% | $4,297-5.2% |