Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,812 | $165,361-95.3% | $149,715-94.8% | $158,950-95.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.87% | 348.24%-330.4pp | 276.66%-258.8pp | 302.91%-285.0pp |
| Employer contribution / active EE | $16,229 | $5,103+218.0% | $4,645+249.4% | $4,762+240.8% |
| Participant deferral / active EE | $10,286 | $7,182+43.2% | $6,842+50.3% | $5,983+71.9% |
| Admin fee / account holder | $394 | $10,808-96.4% | $9,310-95.8% | $11,248-96.5% |