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 | $91,036 | $68,097+33.7% | $62,929+44.7% | $137,256-33.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.41% | 1859.11%-1847.7pp | 1063.93%-1052.5pp | 220.34%-208.9pp |
| Employer contribution / active EE | $5,138 | $2,811+82.8% | $2,505+105.1% | $4,156+23.6% |
| Participant deferral / active EE | $8,538 | $4,553+87.5% | $3,888+119.6% | $6,407+33.3% |
| Admin fee / account holder | $3,553 | $6,521-45.5% | $5,065-29.8% | $12,270-71.0% |