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 | $77,389 | $129,737-40.3% | $119,126-35.0% | $154,746-50.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.83% | 379.08%-369.2pp | 282.11%-272.3pp | 172.34%-162.5pp |
| Employer contribution / active EE | $2,550 | $4,375-41.7% | $4,034-36.8% | $4,379-41.8% |
| Participant deferral / active EE | $10,000 | $5,842+71.2% | $5,318+88.0% | $6,730+48.6% |
| Admin fee / account holder | $17,827 | $11,961+49.0% | $10,693+66.7% | $14,365+24.1% |