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 | $41,768 | $102,382-59.2% | $147,005-71.6% | $80,874-48.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 24.22% | 134.89%-110.7pp | 418.76%-394.5pp | 35.62%-11.4pp |
| Employer contribution / active EE | $5,584 | $3,715+50.3% | $4,934+13.2% | $2,756+102.6% |
| Participant deferral / active EE | $13,530 | $6,646+103.6% | $8,070+67.7% | $4,297+214.9% |
| Admin fee / account holder | $3,459 | $7,942-56.5% | $13,006-73.4% | $6,935-50.1% |