Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $784,643 | $208,526+276.3% | $96,515+713.0% | - |
| Participation rate | 0.0% | 66.0%-66.0pp | 74.3%-74.3pp | - |
| Annual return | 10.85% | 18.23%-7.4pp | 35.73%-24.9pp | - |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,740-100.0% | - |
| Participant deferral / active EE | $0 | $4,056-100.0% | $4,880-100.0% | - |
| Admin fee / account holder | $37,780 | $13,060+189.3% | $6,735+460.9% | - |