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 | $45,249 | $183,539-75.3% | $155,556-70.9% | $145,897-69.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.22% | 61.31%-50.1pp | 64.84%-53.6pp | 552.29%-541.1pp |
| Employer contribution / active EE | $8,468 | $5,315+59.3% | $4,675+81.1% | $4,663+81.6% |
| Participant deferral / active EE | $20,350 | $6,467+214.7% | $5,631+261.4% | $6,689+204.2% |
| Admin fee / account holder | $12,041 | $19,275-37.5% | $15,885-24.2% | $13,390-10.1% |