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 | $130,941 | $181,062-27.7% | $158,223-17.2% | $155,188-15.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.79% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.1pp |
| Employer contribution / active EE | $2,806 | $4,565-38.5% | $4,109-31.7% | $4,248-33.9% |
| Participant deferral / active EE | $7,231 | $6,134+17.9% | $5,467+32.3% | $6,531+10.7% |
| Admin fee / account holder | $3,256 | $18,825-82.7% | $16,047-79.7% | $14,480-77.5% |