Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,266 | $88,702-41.1% | $81,780-36.1% | $145,978-64.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 36.91% | 1029.12%-992.2pp | 776.27%-739.4pp | 550.52%-513.6pp |
| Employer contribution / active EE | $1,072 | $3,084-65.3% | $2,914-63.2% | $4,662-77.0% |
| Participant deferral / active EE | $1,966 | $4,645-57.7% | $4,321-54.5% | $6,690-70.6% |
| Admin fee / account holder | $1,652 | $8,414-80.4% | $7,384-77.6% | $13,400-87.7% |