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 | $54,299 | $73,546-26.2% | $63,018-13.8% | $147,586-63.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.03% | 175.56%-162.5pp | 87.62%-74.6pp | 578.59%-565.6pp |
| Employer contribution / active EE | $3,445 | $3,324+3.6% | $2,761+24.8% | $4,876-29.4% |
| Participant deferral / active EE | $2,550 | $4,185-39.1% | $3,330-23.4% | $5,439-53.1% |
| Admin fee / account holder | $1,391 | $5,956-76.7% | $3,601-61.4% | $10,886-87.2% |