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).
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 | $167,422 | $55,457+201.9% | $77,361+116.4% | $94,015+78.1% |
| Participation rate | 78.1% | 69.8%+8.3pp | 75.0%+3.2pp | 70.8%+7.3pp |
| Annual return | 26.33% | 15.57%+10.8pp | 1011.54%-985.2pp | 17.84%+8.5pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,752 | $4,334+9.7% | $5,894-19.4% | $8,951-46.9% |