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 | $33,138 | $165,399-80.0% | $149,745-77.9% | $158,982-79.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.38% | 348.34%-320.0pp | 276.72%-248.3pp | 302.99%-274.6pp |
| Employer contribution / active EE | $45,637 | $5,105+794.0% | $4,646+882.4% | $4,763+858.2% |
| Participant deferral / active EE | $6,945 | $7,183-3.3% | $6,843+1.5% | $5,983+16.1% |
| Admin fee / account holder | $419 | $10,811-96.1% | $9,312-95.5% | $11,252-96.3% |