Sign up free to preview peer percentile detail
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 | $39,244 | $111,535-64.8% | $105,223-62.7% | $137,256-71.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.86% | 237.85%-218.0pp | 180.65%-160.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $7,140 | $3,939+81.2% | $3,689+93.6% | $4,156+71.8% |
| Participant deferral / active EE | $11,368 | $5,500+106.7% | $5,072+124.1% | $6,407+77.4% |
| Admin fee / account holder | $613 | $9,721-93.7% | $8,859-93.1% | $12,270-95.0% |