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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $133,952 | $162,136-17.4% | $152,301-12.0% | $154,746-13.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 10.65% | 91.02%-80.4pp | 80.50%-69.9pp | 172.34%-161.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,063 | $8,341+56.6% | $8,004+63.2% | $6,730+94.1% |
| Admin fee / account holder | $894 | $15,759-94.3% | $14,398-93.8% | $14,365-93.8% |