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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $115,622 | $154,228-25.0% | $145,433-20.5% | $137,256-15.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.33% | 74.59%-62.3pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $615 | $4,804-87.2% | $4,554-86.5% | $4,156-85.2% |
| Participant deferral / active EE | $18,407 | $8,216+124.0% | $7,897+133.1% | $6,407+187.3% |
| Admin fee / account holder | $10,603 | $14,344-26.1% | $13,129-19.2% | $12,270-13.6% |