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 | $130,939 | $72,426+80.8% | $67,560+93.8% | $145,897-10.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.88% | 7226.78%-7214.9pp | 3533.50%-3521.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $11,695 | $3,074+280.4% | $2,737+327.3% | $4,663+150.8% |
| Participant deferral / active EE | $6,155 | $4,785+28.6% | $4,004+53.7% | $6,689-8.0% |
| Admin fee / account holder | $7,398 | $5,514+34.2% | $3,994+85.2% | $13,390-44.8% |