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 | $62,844 | $105,929-40.7% | $81,716-23.1% | $158,966-60.5% |
| Participation rate | 86.7% | 75.6%+11.1pp | 72.0%+14.7pp | 82.0%+4.7pp |
| Annual return | 11.00% | 38.19%-27.2pp | 29.49%-18.5pp | 302.95%-291.9pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,558 | $8,492-58.1% | $5,159-31.0% | $11,250-68.4% |