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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,998 | $53,128+105.2% | $86,582+25.9% | $70,126+55.4% |
| Participation rate | 73.8% | 65.3%+8.5pp | 73.5%+0.3pp | 69.5%+4.3pp |
| Annual return | 8.93% | 27.66%-18.7pp | 965.08%-956.2pp | 73.15%-64.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,114 | $3,584+42.7% | $4,904+4.3% | $4,645+10.1% |