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 | $385,230 | $156,398+146.3% | $147,318+161.5% | $138,895+177.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.85% | 78.75%-58.9pp | 70.43%-50.6pp | 145.39%-125.5pp |
| Employer contribution / active EE | $38,387 | $4,853+691.0% | $4,593+735.8% | $4,194+815.2% |
| Participant deferral / active EE | $11,531 | $8,237+40.0% | $7,906+45.8% | $6,396+80.3% |
| Admin fee / account holder | $7,981 | $14,976-46.7% | $13,708-41.8% | $12,562-36.5% |