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 | $67,187 | $100,203-32.9% | $85,240-21.2% | $145,897-53.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 28.50% | 84.28%-55.8pp | 66.75%-38.3pp | 552.29%-523.8pp |
| Employer contribution / active EE | $9,169 | $3,242+182.8% | $2,735+235.2% | $4,663+96.6% |
| Participant deferral / active EE | $2,452 | $5,299-53.7% | $4,527-45.8% | $6,689-63.3% |
| Admin fee / account holder | $590 | $7,265-91.9% | $6,165-90.4% | $13,390-95.6% |