Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,689 | $132,634-88.9% | $115,768-87.3% | $137,256-89.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.93% | 160.70%-146.8pp | 100.46%-86.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $10,967 | $3,360+226.4% | $2,940+273.0% | $4,156+163.9% |
| Participant deferral / active EE | $14,218 | $5,619+153.1% | $4,917+189.2% | $6,407+121.9% |
| Admin fee / account holder | $864 | $15,028-94.3% | $12,439-93.1% | $12,270-93.0% |