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.
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).
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 | $10,189 | $160,040-93.6% | $147,096-93.1% | $145,877-93.0% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 8.36% | 98.49%-90.1pp | 419.75%-411.4pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,646 | $5,289-68.9% | $4,936-66.7% | $4,663-64.7% |
| Participant deferral / active EE | $2,640 | $8,429-68.7% | $8,071-67.3% | $6,691-60.5% |
| Admin fee / account holder | $368 | $15,050-97.6% | $13,005-97.2% | $13,402-97.3% |