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 | $109,529 | $76,407+43.3% | $150,298-27.1% | $82,448+32.8% |
| Participation rate | 97.1% | 66.4%+30.7pp | 77.8%+19.3pp | 68.1%+29.0pp |
| Annual return | 18.03% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $6,134 | $2,614+134.7% | $4,154+47.7% | $2,551+140.5% |
| Participant deferral / active EE | $6,560 | $3,214+104.1% | $5,453+20.3% | $4,139+58.5% |
| Admin fee / account holder | $10,576 | $6,352+66.5% | $14,116-25.1% | $7,234+46.2% |