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 | $11,867 | $76,368-84.5% | $67,681-82.5% | $154,746-92.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.93% | 1066.77%-1054.8pp | 590.58%-578.7pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,711 | $3,151-14.0% | $2,678+1.2% | $4,379-38.1% |
| Participant deferral / active EE | $4,410 | $4,824-8.6% | $3,976+10.9% | $6,730-34.5% |
| Admin fee / account holder | $8,811 | $8,559+2.9% | $6,100+44.4% | $14,365-38.7% |