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 | $53,379 | $107,666-50.4% | $102,184-47.8% | $154,746-65.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 78.15% | 29.33%+48.8pp | 31.58%+46.6pp | 172.34%-94.2pp |
| Employer contribution / active EE | $51,814 | $3,846+1247.1% | $3,594+1341.8% | $4,379+1083.2% |
| Participant deferral / active EE | $72,695 | $8,719+733.7% | $8,309+774.9% | $6,730+980.1% |
| Admin fee / account holder | $4,166 | $12,943-67.8% | $11,609-64.1% | $14,365-71.0% |