Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,686 | $212,386-93.1% | $199,883-92.7% | $138,895-89.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.87% | 47.75%-29.9pp | 43.81%-25.9pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,372 | $6,625-64.2% | $6,261-62.1% | $4,194-43.5% |
| Participant deferral / active EE | $5,248 | $9,617-45.4% | $9,138-42.6% | $6,396-18.0% |
| Admin fee / account holder | $1,398 | $18,233-92.3% | $17,268-91.9% | $12,562-88.9% |