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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,984 | $201,344-76.7% | $184,243-74.5% | $145,877-67.8% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 9.07% | 29.01%-19.9pp | 28.82%-19.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $3,397 | $7,022-51.6% | $6,427-47.1% | $4,663-27.1% |
| Participant deferral / active EE | $7,718 | $9,807-21.3% | $9,132-15.5% | $6,691+15.4% |
| Admin fee / account holder | $705 | $16,382-95.7% | $13,914-94.9% | $13,402-94.7% |