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 | $39,059 | $102,422-61.9% | $147,117-73.5% | $80,959-51.8% |
| Participation rate | 95.2% | 75.9%+19.4pp | 82.2%+13.1pp | 67.7%+27.6pp |
| Annual return | 13.47% | 135.16%-121.7pp | 420.54%-407.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $3,931 | $3,717+5.7% | $4,932-20.3% | $2,757+42.6% |
| Participant deferral / active EE | $4,873 | $6,652-26.7% | $8,065-39.6% | $4,300+13.3% |
| Admin fee / account holder | $6,943 | $7,953-12.7% | $12,993-46.6% | $6,925+0.3% |