Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,303 | $76,634-87.9% | $56,054-83.4% | $145,978-93.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.08% | 3004.33%-2990.2pp | 1705.95%-1691.9pp | 550.52%-536.4pp |
| Employer contribution / active EE | $3,485 | $1,380+152.5% | $1,039+235.4% | $4,662-25.3% |
| Participant deferral / active EE | $14,114 | $2,622+438.2% | $1,952+622.9% | $6,690+111.0% |
| Admin fee / account holder | $2,276 | $3,321-31.5% | $2,822-19.4% | $13,400-83.0% |