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 | $59,145 | $217,432-72.8% | $185,851-68.2% | $167,553-64.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.97% | 148.43%-135.5pp | 122.11%-109.1pp | 478.89%-465.9pp |
| Employer contribution / active EE | $18,244 | $5,874+210.6% | $5,168+253.0% | $4,840+277.0% |
| Participant deferral / active EE | $85,911 | $6,357+1251.4% | $5,569+1442.8% | $6,343+1254.5% |
| Admin fee / account holder | $38,941 | $19,820+96.5% | $16,245+139.7% | $12,316+216.2% |