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 | $48,921 | $71,197-31.3% | $93,669-47.8% | $80,925-39.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 32.85% | 11.27%+21.6pp | 133.59%-100.7pp | 35.65%-2.8pp |
| Employer contribution / active EE | $4,981 | $1,565+218.3% | $2,424+105.5% | $2,756+80.7% |
| Participant deferral / active EE | $11,082 | $4,036+174.6% | $4,416+151.0% | $4,299+157.8% |
| Admin fee / account holder | $2,389 | $6,959-65.7% | $8,291-71.2% | $6,940-65.6% |