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 | $48,819 | $166,131-70.6% | $164,975-70.4% | $145,877-66.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 57.71% | 100.37%-42.7pp | 70.12%-12.4pp | 551.28%-493.6pp |
| Employer contribution / active EE | $3,529 | $5,276-33.1% | $4,343-18.7% | $4,663-24.3% |
| Participant deferral / active EE | $15,012 | $6,962+115.6% | $6,033+148.8% | $6,691+124.4% |
| Admin fee / account holder | $14,131 | $16,648-15.1% | $12,688+11.4% | $13,402+5.4% |