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 | $49,621 | $87,060-43.0% | $105,591-53.0% | $80,911-38.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 142.21% | 17.05%+125.2pp | 116.43%+25.8pp | 35.63%+106.6pp |
| Employer contribution / active EE | $9,656 | $2,396+303.0% | $3,166+205.0% | $2,756+250.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,806 | $8,442-31.2% | $11,024-47.3% | $6,935-16.3% |