Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,480 | $148,623-71.4% | $135,974-68.8% | $139,466-69.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.14% | 79.30%-65.2pp | 68.30%-54.2pp | 373.66%-359.5pp |
| Employer contribution / active EE | $4,651 | $5,246-11.4% | $4,859-4.3% | $4,754-2.2% |
| Participant deferral / active EE | $6,249 | $8,103-22.9% | $7,760-19.5% | $6,712-6.9% |
| Admin fee / account holder | $5,646 | $12,406-54.5% | $10,767-47.6% | $11,409-50.5% |