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 | $36,463 | $183,516-80.1% | $155,534-76.6% | $145,884-75.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 19.08% | 61.43%-42.3pp | 64.92%-45.8pp | 551.85%-532.8pp |
| Employer contribution / active EE | $2,066 | $5,315-61.1% | $4,675-55.8% | $4,662-55.7% |
| Participant deferral / active EE | $4,949 | $6,467-23.5% | $5,630-12.1% | $6,690-26.0% |
| Admin fee / account holder | $3,097 | $19,293-83.9% | $15,900-80.5% | $13,392-76.9% |