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 | $63,587 | $183,516-65.4% | $155,534-59.1% | $145,884-56.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 732.83% | 61.43%+671.4pp | 64.92%+667.9pp | 551.85%+181.0pp |
| Employer contribution / active EE | $5,998 | $5,315+12.9% | $4,675+28.3% | $4,662+28.6% |
| Participant deferral / active EE | $7,992 | $6,467+23.6% | $5,630+41.9% | $6,690+19.5% |
| Admin fee / account holder | $645 | $19,293-96.7% | $15,900-95.9% | $13,392-95.2% |