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 | $72,068 | $81,262-11.3% | $155,602-53.7% | $80,911-10.9% |
| Participation rate | 93.9% | 66.2%+27.6pp | 78.2%+15.7pp | 67.6%+26.2pp |
| Annual return | 0.00% | 33.34%-33.3pp | 64.81%-64.8pp | 35.63%-35.6pp |
| Employer contribution / active EE | $1,011 | $3,102-67.4% | $4,675-78.4% | $2,756-63.3% |
| Participant deferral / active EE | $3,274 | $3,451-5.1% | $5,629-41.8% | $4,297-23.8% |
| Admin fee / account holder | $7,877 | $7,992-1.4% | $15,923-50.5% | $6,935+13.6% |