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 | $158,387 | $99,009+60.0% | $86,581+82.9% | $147,585+7.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.15% | 1312.70%-1301.5pp | 965.06%-953.9pp | 578.58%-567.4pp |
| Employer contribution / active EE | $26,920 | $3,132+759.5% | $2,840+848.1% | $4,876+452.0% |
| Participant deferral / active EE | $3,973 | $3,9720% | $3,609+10.1% | $5,439-27.0% |
| Admin fee / account holder | $11,407 | $5,709+99.8% | $4,904+132.6% | $10,886+4.8% |