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 | $75,876 | $109,863-30.9% | $98,477-23.0% | $167,518-54.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.48% | 1958.09%-1948.6pp | 1493.59%-1484.1pp | 478.71%-469.2pp |
| Employer contribution / active EE | $2,702 | $3,225-16.2% | $2,961-8.7% | $4,838-44.2% |
| Participant deferral / active EE | $1,432 | $4,673-69.4% | $4,276-66.5% | $6,342-77.4% |
| Admin fee / account holder | $1,860 | $6,755-72.5% | $5,951-68.7% | $12,312-84.9% |