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.)
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 | $108,034 | $76,368+41.5% | $67,681+59.6% | $154,746-30.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 9.78% | 1066.77%-1057.0pp | 590.58%-580.8pp | 172.34%-162.6pp |
| Employer contribution / active EE | $16,194 | $3,151+413.9% | $2,678+504.6% | $4,379+269.8% |
| Participant deferral / active EE | $8,200 | $4,824+70.0% | $3,976+106.3% | $6,730+21.8% |
| Admin fee / account holder | $7,792 | $8,559-9.0% | $6,100+27.7% | $14,365-45.8% |