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.
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 | $317,700 | $88,778+257.9% | $81,844+288.2% | $145,884+117.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.56% | 1033.03%-1023.5pp | 778.87%-769.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $16,154 | $3,087+423.3% | $2,916+453.9% | $4,662+246.5% |
| Participant deferral / active EE | $11,200 | $4,648+140.9% | $4,323+159.1% | $6,690+67.4% |
| Admin fee / account holder | $10,189 | $8,430+20.9% | $7,355+38.5% | $13,392-23.9% |