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 | $37,593 | $70,366-46.6% | $66,674-43.6% | $138,895-72.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,937 | $2,765-30.0% | $2,620-26.1% | $4,194-53.8% |
| Participant deferral / active EE | $2,090 | $4,374-52.2% | $4,084-48.8% | $6,396-67.3% |
| Admin fee / account holder | $1,078 | $5,262-79.5% | $5,098-78.9% | $12,562-91.4% |