Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,376 | $185,856-84.2% | $170,028-82.7% | $139,456-78.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.52% | 60.52%-41.0pp | 53.39%-33.9pp | 373.45%-353.9pp |
| Employer contribution / active EE | $12,822 | $7,593+68.9% | $6,788+88.9% | $4,753+169.8% |
| Participant deferral / active EE | $34,442 | $11,623+196.3% | $10,409+230.9% | $6,711+413.2% |
| Admin fee / account holder | $2,499 | $15,387-83.8% | $12,820-80.5% | $11,407-78.1% |