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 | $54,759 | $68,097-19.6% | $62,929-13.0% | $137,256-60.1% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.0%-80.0pp |
| Annual return | 14.70% | 1859.11%-1844.4pp | 1063.93%-1049.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,099 | $6,521-37.1% | $5,065-19.1% | $12,270-66.6% |