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 | $20,443 | $154,228-86.7% | $145,433-85.9% | $137,256-85.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.54% | 74.59%-50.0pp | 66.58%-42.0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $3,766 | $4,804-21.6% | $4,554-17.3% | $4,156-9.4% |
| Participant deferral / active EE | $10,573 | $8,216+28.7% | $7,897+33.9% | $6,407+65.0% |
| Admin fee / account holder | $773 | $14,344-94.6% | $13,129-94.1% | $12,270-93.7% |