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 | $80,911 | $166,268-51.3% | $165,100-51.0% | $145,897-44.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.26% | 100.52%-85.3pp | 70.21%-55.0pp | 552.29%-537.0pp |
| Employer contribution / active EE | $7,667 | $5,284+45.1% | $4,348+76.3% | $4,663+64.4% |
| Participant deferral / active EE | $11,539 | $6,964+65.7% | $6,035+91.2% | $6,689+72.5% |
| Admin fee / account holder | $322 | $16,659-98.1% | $12,696-97.5% | $13,390-97.6% |