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 | $50,697 | $160,070-68.3% | $147,117-65.5% | $145,897-65.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.05% | 98.69%-81.6pp | 420.54%-403.5pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,281 | $5,285-75.8% | $4,932-74.0% | $4,663-72.5% |
| Participant deferral / active EE | $10,010 | $8,419+18.9% | $8,065+24.1% | $6,689+49.6% |
| Admin fee / account holder | $31,581 | $15,035+110.0% | $12,993+143.1% | $13,390+135.8% |