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 | $187,146 | $175,231+6.8% | $149,696+25.0% | $139,466+34.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.27% | 166.77%-155.5pp | 134.46%-123.2pp | 373.66%-362.4pp |
| Employer contribution / active EE | $2,396 | $5,478-56.3% | $4,821-50.3% | $4,754-49.6% |
| Participant deferral / active EE | $32,250 | $6,521+394.5% | $5,682+467.6% | $6,712+380.5% |
| Admin fee / account holder | $2,719 | $16,155-83.2% | $13,212-79.4% | $11,409-76.2% |