Sign up free to preview peer percentile detail
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 | $50,584 | $56,197-10.0% | $67,652-25.2% | $59,633-15.2% |
| Participation rate | 90.6% | 71.5%+19.2pp | 75.7%+15.0pp | 68.7%+22.0pp |
| Annual return | 8.19% | 18508.10%-18499.9pp | 6625.40%-6617.2pp | 2041.45%-2033.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,936 | $3,958-51.1% | $4,821-59.8% | $4,297-54.9% |