Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,004 | $99,995-79.0% | $85,063-75.3% | $145,978-85.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.50% | 83.99%-72.5pp | 66.54%-55.0pp | 550.52%-539.0pp |
| Employer contribution / active EE | $3,539 | $3,231+9.5% | $2,727+29.8% | $4,662-24.1% |
| Participant deferral / active EE | $33,580 | $5,295+534.2% | $4,523+642.5% | $6,690+402.0% |
| Admin fee / account holder | $925 | $7,255-87.2% | $6,155-85.0% | $13,400-93.1% |