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 | $26,418 | $180,749-85.4% | $160,784-83.6% | $137,256-80.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.30% | 2234.46%-2212.2pp | 1803.92%-1781.6pp | 220.34%-198.0pp |
| Employer contribution / active EE | $16,127 | $4,155+288.1% | $3,733+332.0% | $4,156+288.0% |
| Participant deferral / active EE | $27,942 | $6,844+308.2% | $6,293+344.0% | $6,407+336.1% |
| Admin fee / account holder | $2,529 | $10,397-75.7% | $9,717-74.0% | $12,270-79.4% |