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 | $148,094 | $201,259-26.4% | $184,200-19.6% | $145,959+1.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.03% | 28.98%-6.9pp | 28.80%-6.8pp | 561.95%-539.9pp |
| Employer contribution / active EE | $3,640 | $7,018-48.1% | $6,424-43.3% | $4,661-21.9% |
| Participant deferral / active EE | $16,887 | $9,806+72.2% | $9,132+84.9% | $6,689+152.5% |
| Admin fee / account holder | $813 | $16,372-95.0% | $13,907-94.2% | $13,398-93.9% |