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 | $21,101 | $129,737-83.7% | $119,126-82.3% | $154,746-86.4% |
| Participation rate | 92.3% | 78.9%+13.5pp | 75.8%+16.5pp | 80.7%+11.6pp |
| Annual return | 36.12% | 379.08%-343.0pp | 282.11%-246.0pp | 172.34%-136.2pp |
| Employer contribution / active EE | $4,700 | $4,375+7.4% | $4,034+16.5% | $4,379+7.3% |
| Participant deferral / active EE | $5,430 | $5,842-7.1% | $5,318+2.1% | $6,730-19.3% |
| Admin fee / account holder | $2,842 | $11,961-76.2% | $10,693-73.4% | $14,365-80.2% |