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 | $34,593 | $123,155-71.9% | $108,753-68.2% | $155,188-77.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.78% | 44.73%-31.0pp | 37.47%-23.7pp | 148.84%-135.1pp |
| Employer contribution / active EE | $16,771 | $2,811+496.6% | $2,427+591.1% | $4,248+294.8% |
| Participant deferral / active EE | $36,530 | $4,623+690.1% | $4,115+787.8% | $6,531+459.3% |
| Admin fee / account holder | $15,201 | $12,126+25.4% | $10,320+47.3% | $14,480+5.0% |