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 | $79,046 | $174,379-54.7% | $152,093-48.0% | $138,895-43.1% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 14.57% | 74.86%-60.3pp | 66.36%-51.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,550 | $4,652-66.7% | $4,175-62.9% | $4,194-63.0% |
| Participant deferral / active EE | $7,743 | $6,159+25.7% | $5,451+42.0% | $6,396+21.1% |
| Admin fee / account holder | $423 | $16,880-97.5% | $14,497-97.1% | $12,562-96.6% |