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 | $74,153 | $84,685-12.4% | $73,836+0.4% | $125,389-40.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.37% | 3123.80%-3121.4pp | 2268.06%-2265.7pp | 282.24%-279.9pp |
| Employer contribution / active EE | $2,264 | $3,123-27.5% | $2,787-18.8% | $4,866-53.5% |
| Participant deferral / active EE | $1,132 | $3,993-71.6% | $3,583-68.4% | $5,352-78.8% |
| Admin fee / account holder | $2,161 | $5,694-62.0% | $4,882-55.7% | $9,541-77.3% |