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 | $156,520 | $80,983+93.3% | $96,544+62.1% | $75,177+108.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 34.44% | 27.05%+7.4pp | 25.88%+8.6pp | 160.75%-126.3pp |
| Employer contribution / active EE | $10,550 | $2,282+362.2% | $2,966+255.7% | $2,671+295.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,514 | $6,717-62.6% | $8,254-69.5% | $5,651-55.5% |