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.)
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 | $653,367 | $94,749+589.6% | $112,899+478.7% | $139,456+368.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.81% | 40.92%-25.1pp | 34.11%-18.3pp | 373.45%-357.6pp |
| Employer contribution / active EE | $0 | $4,630-100.0% | $4,566-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $6,516-100.0% | $6,711-100.0% |
| Admin fee / account holder | $38,146 | $8,530+347.2% | $7,047+441.3% | $11,407+234.4% |