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 | $50,800 | $87,132-41.7% | $105,624-51.9% | $80,959-37.3% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.3%+10.4pp | 67.7%+18.0pp |
| Annual return | 25.38% | 17.03%+8.4pp | 116.20%-90.8pp | 35.67%-10.3pp |
| Employer contribution / active EE | $2,739 | $2,397+14.3% | $3,168-13.5% | $2,757-0.7% |
| Participant deferral / active EE | $4,514 | $3,985+13.3% | $5,013-10.0% | $4,300+5.0% |
| Admin fee / account holder | $1,061 | $8,449-87.4% | $10,961-90.3% | $6,925-84.7% |