Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,302,034 | $538,095+142.0% | $477,111+172.9% | $382,429+240.5% |
| Participation rate | 0.0% | 90.5%-90.5pp | 88.9%-88.9pp | 87.7%-87.7pp |
| Annual return | 16.13% | 104.06%-87.9pp | 101.90%-85.8pp | 248.85%-232.7pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $8,708-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $7,856-100.0% | $7,539-100.0% | $5,727-100.0% |
| Admin fee / account holder | $1,548,895 | $48,739+3077.9% | $42,132+3576.3% | $30,732+4940.0% |