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 | $117,141 | $90,607+29.3% | $79,467+47.4% | $135,380-13.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.42% | 977.74%-985.2pp | 718.30%-725.7pp | 519.81%-527.2pp |
| Employer contribution / active EE | $2,526 | $3,068-17.6% | $2,800-9.8% | $4,779-47.1% |
| Participant deferral / active EE | $6,126 | $4,050+51.2% | $3,704+65.4% | $5,609+9.2% |
| Admin fee / account holder | $4,748 | $5,895-19.5% | $5,104-7.0% | $10,828-56.2% |