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.)
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 | $232,692 | $175,231+32.8% | $149,696+55.4% | $139,466+66.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.86% | 166.77%-157.9pp | 134.46%-125.6pp | 373.66%-364.8pp |
| Employer contribution / active EE | $12,618 | $5,478+130.3% | $4,821+161.7% | $4,754+165.4% |
| Participant deferral / active EE | $17,627 | $6,521+170.3% | $5,682+210.2% | $6,712+162.6% |
| Admin fee / account holder | $28,845 | $16,155+78.6% | $13,212+118.3% | $11,409+152.8% |