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 | $24,851 | $76,368-67.5% | $67,681-63.3% | $154,746-83.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.10% | 1066.77%-1055.7pp | 590.58%-579.5pp | 172.34%-161.2pp |
| Employer contribution / active EE | $3,422 | $3,151+8.6% | $2,678+27.8% | $4,379-21.9% |
| Participant deferral / active EE | $7,781 | $4,824+61.3% | $3,976+95.7% | $6,730+15.6% |
| Admin fee / account holder | $1,091 | $8,559-87.3% | $6,100-82.1% | $14,365-92.4% |