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 | $83,213 | $72,426+14.9% | $67,560+23.2% | $145,897-43.0% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 10.67% | 7226.78%-7216.1pp | 3533.50%-3522.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $380 | $3,074-87.6% | $2,737-86.1% | $4,663-91.9% |
| Participant deferral / active EE | $5,938 | $4,785+24.1% | $4,004+48.3% | $6,689-11.2% |
| Admin fee / account holder | $6,460 | $5,514+17.2% | $3,994+61.8% | $13,390-51.8% |