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 | $103,291 | $102,595+0.7% | $94,057+9.8% | $154,746-33.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.03% | 583.42%-572.4pp | 480.62%-469.6pp | 172.34%-161.3pp |
| Employer contribution / active EE | $8,148 | $3,147+158.9% | $2,933+177.8% | $4,379+86.1% |
| Participant deferral / active EE | $8,148 | $5,118+59.2% | $4,709+73.0% | $6,730+21.1% |
| Admin fee / account holder | $9,919 | $7,736+28.2% | $7,244+36.9% | $14,365-31.0% |