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 | $90,222 | $159,934-43.6% | $147,005-38.6% | $145,959-38.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.88% | 98.24%-84.4pp | 418.76%-404.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $7,218 | $5,287+36.5% | $4,934+46.3% | $4,661+54.9% |
| Participant deferral / active EE | $13,971 | $8,427+65.8% | $8,070+73.1% | $6,689+108.9% |
| Admin fee / account holder | $521 | $15,053-96.5% | $13,006-96.0% | $13,398-96.1% |