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 | $56,790 | $160,070-64.5% | $147,117-61.4% | $145,897-61.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.06% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $10,604 | $5,285+100.7% | $4,932+115.0% | $4,663+127.4% |
| Participant deferral / active EE | $38,506 | $8,419+357.3% | $8,065+377.5% | $6,689+475.6% |
| Admin fee / account holder | $15,880 | $15,035+5.6% | $12,993+22.2% | $13,390+18.6% |