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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,300 | $81,643-42.1% | $70,462-32.9% | $158,950-70.2% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 12.01% | 208.51%-196.5pp | 109.08%-97.1pp | 302.91%-290.9pp |
| Employer contribution / active EE | $1,102 | $3,218-65.7% | $2,737-59.7% | $4,762-76.9% |
| Participant deferral / active EE | $806 | $4,555-82.3% | $3,710-78.3% | $5,983-86.5% |
| Admin fee / account holder | $3,454 | $6,194-44.2% | $3,845-10.2% | $11,248-69.3% |