Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,847 | $114,119-80.0% | $107,187-78.7% | $138,895-83.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.95% | 273.21%-254.3pp | 204.55%-185.6pp | 145.39%-126.4pp |
| Employer contribution / active EE | $3,961 | $4,059-2.4% | $3,782+4.7% | $4,194-5.6% |
| Participant deferral / active EE | $9,087 | $5,538+64.1% | $5,096+78.3% | $6,396+42.1% |
| Admin fee / account holder | $1,233 | $10,024-87.7% | $9,162-86.5% | $12,562-90.2% |