Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,401 | $126,661-54.7% | $113,397-49.4% | $138,895-58.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 18.26% | 25.05%-6.8pp | 23.20%-4.9pp | 145.39%-127.1pp |
| Employer contribution / active EE | $8,317 | $3,456+140.6% | $2,977+179.4% | $4,194+98.3% |
| Participant deferral / active EE | $24,078 | $5,693+323.0% | $5,076+374.3% | $6,396+276.4% |
| Admin fee / account holder | $10,010 | $14,549-31.2% | $11,957-16.3% | $12,562-20.3% |