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 | $151,272 | $104,251+45.1% | $91,004+66.2% | $147,586+2.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.77% | 27.06%-13.3pp | 4.60%+9.2pp | 578.59%-564.8pp |
| Employer contribution / active EE | $4,781 | $3,116+53.5% | $2,456+94.7% | $4,876-2.0% |
| Participant deferral / active EE | $2,480 | $4,195-40.9% | $3,548-30.1% | $5,439-54.4% |
| Admin fee / account holder | $18,299 | $8,948+104.5% | $5,417+237.8% | $10,886+68.1% |