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 | $104,558 | $150,346-30.5% | $120,524-13.2% | $145,877-28.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.29% | 154.40%-138.1pp | 107.36%-91.1pp | 551.28%-535.0pp |
| Employer contribution / active EE | $8,847 | $4,353+103.2% | $3,469+155.0% | $4,663+89.7% |
| Participant deferral / active EE | $2,183 | $6,172-64.6% | $4,994-56.3% | $6,691-67.4% |
| Admin fee / account holder | $65,054 | $12,215+432.6% | $9,440+589.1% | $13,402+385.4% |