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 | $75,333 | $106,524-29.3% | $152,301-50.5% | $87,485-13.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.4%-7.4pp | 68.9%+6.1pp |
| Annual return | 50.48% | 26.89%+23.6pp | 80.50%-30.0pp | 26.06%+24.4pp |
| Employer contribution / active EE | $3,963 | $3,371+17.6% | $4,624-14.3% | $2,596+52.7% |
| Participant deferral / active EE | $9,437 | $6,525+44.6% | $8,004+17.9% | $4,274+120.8% |
| Admin fee / account holder | $3,150 | $8,287-62.0% | $14,398-78.1% | $7,775-59.5% |