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 | $7,398 | $88,754-91.7% | $81,820-91.0% | $145,877-94.9% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 14.57% | 1031.77%-1017.2pp | 777.93%-763.4pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,448 | $3,085-20.6% | $2,915-16.0% | $4,663-47.5% |
| Participant deferral / active EE | $5,715 | $4,648+23.0% | $4,323+32.2% | $6,691-14.6% |
| Admin fee / account holder | $1,873 | $8,424-77.8% | $7,391-74.7% | $13,402-86.0% |