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 | $58,346 | $160,040-63.5% | $147,096-60.3% | $145,877-60.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.02% | 98.49%-82.5pp | 419.75%-403.7pp | 551.28%-535.3pp |
| Employer contribution / active EE | $17,813 | $5,289+236.8% | $4,936+260.9% | $4,663+282.0% |
| Participant deferral / active EE | $13,033 | $8,429+54.6% | $8,071+61.5% | $6,691+94.8% |
| Admin fee / account holder | $355 | $15,050-97.6% | $13,005-97.3% | $13,402-97.4% |