Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $75,475 | $217,432-65.3% | $185,849-59.4% | $167,536-55.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.86% | 148.42%-127.6pp | 122.10%-101.2pp | 478.82%-458.0pp |
| Employer contribution / active EE | $24,162 | $5,875+311.3% | $5,169+367.5% | $4,839+399.3% |
| Participant deferral / active EE | $64,905 | $6,357+920.9% | $5,569+1065.5% | $6,342+923.4% |
| Admin fee / account holder | $2,242 | $19,818-88.7% | $16,244-86.2% | $12,315-81.8% |