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 | $96,037 | $76,634+25.3% | $56,054+71.3% | $145,978-34.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.59% | 3004.33%-2993.7pp | 1705.95%-1695.4pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,032 | $1,380-25.2% | $1,039-0.7% | $4,662-77.9% |
| Participant deferral / active EE | $5,768 | $2,622+119.9% | $1,952+195.5% | $6,690-13.8% |
| Admin fee / account holder | $3,174 | $3,321-4.4% | $2,822+12.4% | $13,400-76.3% |