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 | $53,664 | $100,938-46.8% | $90,461-40.7% | $158,982-66.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 13.24% | 1727.20%-1714.0pp | 1294.76%-1281.5pp | 302.99%-289.7pp |
| Employer contribution / active EE | $3,265 | $3,691-11.6% | $3,2640% | $4,763-31.5% |
| Participant deferral / active EE | $12,482 | $4,350+187.0% | $3,964+214.8% | $5,983+108.6% |
| Admin fee / account holder | $6,266 | $6,510-3.7% | $5,617+11.6% | $11,252-44.3% |