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 | $48,951 | $180,462-72.9% | $154,111-68.2% | $135,379-63.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.83% | 888.17%-893.0pp | 735.18%-740.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $16,160 | $6,036+167.7% | $5,298+205.0% | $4,779+238.1% |
| Participant deferral / active EE | $21,293 | $5,806+266.7% | $5,081+319.1% | $5,609+279.6% |
| Admin fee / account holder | $11,350 | $16,145-29.7% | $13,411-15.4% | $10,828+4.8% |