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 | $17,661 | $114,119-84.5% | $107,187-83.5% | $138,895-87.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.71% | 273.21%-252.5pp | 204.55%-183.8pp | 145.39%-124.7pp |
| Employer contribution / active EE | $3,774 | $4,059-7.0% | $3,782-0.2% | $4,194-10.0% |
| Participant deferral / active EE | $5,978 | $5,538+8.0% | $5,096+17.3% | $6,396-6.5% |
| Admin fee / account holder | $1,235 | $10,024-87.7% | $9,162-86.5% | $12,562-90.2% |