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).
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 | $101,400 | $115,814-12.4% | $101,275+0.1% | $158,982-36.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.15% | 56.16%-46.0pp | 46.48%-36.3pp | 302.99%-292.8pp |
| Employer contribution / active EE | $10,604 | $4,176+153.9% | $3,660+189.7% | $4,763+122.6% |
| Participant deferral / active EE | $6,788 | $4,958+36.9% | $4,371+55.3% | $5,983+13.4% |
| Admin fee / account holder | $6,602 | $7,249-8.9% | $5,948+11.0% | $11,252-41.3% |