Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,036 | $56,200-35.9% | $67,653-46.7% | $59,633-39.6% |
| Participation rate | 78.6% | 71.5%+7.1pp | 75.7%+2.9pp | 68.7%+9.9pp |
| Annual return | 9.69% | 18506.71%-18497.0pp | 6625.22%-6615.5pp | 2041.40%-2031.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $453 | $3,959-88.5% | $4,821-90.6% | $4,297-89.5% |