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 | $53,633 | $160,070-66.5% | $147,117-63.5% | $145,897-63.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.47% | 98.69%-87.2pp | 420.54%-409.1pp | 552.29%-540.8pp |
| Employer contribution / active EE | $3,250 | $5,285-38.5% | $4,932-34.1% | $4,663-30.3% |
| Participant deferral / active EE | $3,250 | $8,419-61.4% | $8,065-59.7% | $6,689-51.4% |
| Admin fee / account holder | $9,406 | $15,035-37.4% | $12,993-27.6% | $13,390-29.8% |