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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,013 | $148,629-76.4% | $135,982-74.3% | $139,487-74.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.76% | 79.33%-68.6pp | 68.32%-57.6pp | 373.84%-363.1pp |
| Employer contribution / active EE | $52,318 | $5,247+897.2% | $4,859+976.7% | $4,755+1000.3% |
| Participant deferral / active EE | $30,000 | $8,102+270.3% | $7,760+286.6% | $6,713+346.9% |
| Admin fee / account holder | $390 | $12,406-96.9% | $10,767-96.4% | $11,407-96.6% |