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 | $165,628 | $183,516-9.7% | $155,534+6.5% | $145,884+13.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.03% | 61.43%-38.4pp | 64.92%-41.9pp | 551.85%-528.8pp |
| Employer contribution / active EE | $8,863 | $5,315+66.8% | $4,675+89.6% | $4,662+90.1% |
| Participant deferral / active EE | $11,500 | $6,467+77.8% | $5,630+104.3% | $6,690+71.9% |
| Admin fee / account holder | $1,570 | $19,293-91.9% | $15,900-90.1% | $13,392-88.3% |