Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,038 | $123,859-93.5% | $69,632-88.5% | $145,897-94.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 10.61% | 192.49%-181.9pp | 101.32%-90.7pp | 552.29%-541.7pp |
| Employer contribution / active EE | $4,373 | $2,673+63.6% | $1,708+156.0% | $4,663-6.2% |
| Participant deferral / active EE | $4,373 | $4,242+3.1% | $2,889+51.4% | $6,689-34.6% |
| Admin fee / account holder | $1,098 | $7,817-86.0% | $4,695-76.6% | $13,390-91.8% |