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 | $84,567 | $138,114-38.8% | $125,391-32.6% | $134,545-37.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.14% | 750.88%-748.7pp | 572.41%-570.3pp | 418.37%-416.2pp |
| Employer contribution / active EE | $5,800 | $5,246+10.6% | $4,816+20.4% | $4,742+22.3% |
| Participant deferral / active EE | $11,100 | $7,801+42.3% | $7,448+49.0% | $6,401+73.4% |
| Admin fee / account holder | $10,161 | $11,570-12.2% | $10,009+1.5% | $11,431-11.1% |