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 | $88,641 | $175,231-49.4% | $149,696-40.8% | $139,466-36.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.33% | 166.77%-150.4pp | 134.46%-118.1pp | 373.66%-357.3pp |
| Employer contribution / active EE | $13,915 | $5,478+154.0% | $4,821+188.7% | $4,754+192.7% |
| Participant deferral / active EE | $9,387 | $6,521+43.9% | $5,682+65.2% | $6,712+39.9% |
| Admin fee / account holder | $682 | $16,155-95.8% | $13,212-94.8% | $11,409-94.0% |