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 | $5,162 | $88,754-94.2% | $81,820-93.7% | $145,877-96.5% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 9.27% | 1031.77%-1022.5pp | 777.93%-768.7pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,179 | $3,085-61.8% | $2,915-59.6% | $4,663-74.7% |
| Participant deferral / active EE | $3,290 | $4,648-29.2% | $4,323-23.9% | $6,691-50.8% |
| Admin fee / account holder | $1,815 | $8,424-78.5% | $7,391-75.4% | $13,402-86.5% |