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 | $65,395 | $88,778-26.3% | $81,844-20.1% | $145,884-55.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.76% | 1033.03%-1022.3pp | 778.87%-768.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $5,172 | $3,087+67.5% | $2,916+77.3% | $4,662+10.9% |
| Participant deferral / active EE | $4,775 | $4,648+2.7% | $4,323+10.4% | $6,690-28.6% |
| Admin fee / account holder | $7,977 | $8,430-5.4% | $7,355+8.4% | $13,392-40.4% |