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 | $146,933 | $183,539-19.9% | $155,556-5.5% | $145,897+0.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.40% | 61.31%-50.9pp | 64.84%-54.4pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,376 | $5,315-74.1% | $4,675-70.6% | $4,663-70.5% |
| Participant deferral / active EE | $6,325 | $6,467-2.2% | $5,631+12.3% | $6,689-5.5% |
| Admin fee / account holder | $11,335 | $19,275-41.2% | $15,885-28.6% | $13,390-15.3% |