Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $54,510 | $176,120-69.0% | $159,487-65.8% | $167,553-67.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.48% | 331.95%-321.5pp | 263.71%-253.2pp | 478.89%-468.4pp |
| Employer contribution / active EE | $24,770 | $5,299+367.4% | $4,831+412.7% | $4,840+411.8% |
| Participant deferral / active EE | $111,309 | $7,752+1335.9% | $7,354+1413.7% | $6,343+1654.9% |
| Admin fee / account holder | $590 | $12,561-95.3% | $10,804-94.5% | $12,316-95.2% |