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 | $98,651 | $185,199-46.7% | $142,874-31.0% | $167,518-41.1% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 7.86% | 8556.90%-8549.0pp | 5638.58%-5630.7pp | 478.71%-470.9pp |
| Employer contribution / active EE | $123,528 | $5,606+2103.5% | $4,145+2880.3% | $4,838+2453.0% |
| Participant deferral / active EE | $63,140 | $4,495+1304.7% | $3,838+1545.2% | $6,342+895.6% |
| Admin fee / account holder | $2,063 | $8,031-74.3% | $6,561-68.6% | $12,312-83.2% |