Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $298,641 | $133,467+123.8% | $75,784+294.1% | - |
| Participation rate | 0.0% | 60.6%-60.6pp | 75.8%-75.8pp | - |
| Annual return | -0.25% | -2.40%+2.2pp | 9.68%-9.9pp | - |
| Employer contribution / active EE | $0 | $1,704-100.0% | $3,323-100.0% | - |
| Participant deferral / active EE | $0 | $2,196-100.0% | $3,652-100.0% | - |
| Admin fee / account holder | $11,772 | $9,890+19.0% | $5,300+122.1% | - |