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).
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 | $24,982 | $156,398-84.0% | $147,318-83.0% | $138,895-82.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.55% | 78.75%-59.2pp | 70.43%-50.9pp | 145.39%-125.8pp |
| Employer contribution / active EE | $3,102 | $4,853-36.1% | $4,593-32.5% | $4,194-26.0% |
| Participant deferral / active EE | $5,398 | $8,237-34.5% | $7,906-31.7% | $6,396-15.6% |
| Admin fee / account holder | $983 | $14,976-93.4% | $13,708-92.8% | $12,562-92.2% |