Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $35,079 | $166,131-78.9% | $164,975-78.7% | $145,877-76.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.11% | 100.37%-83.3pp | 70.12%-53.0pp | 551.28%-534.2pp |
| Employer contribution / active EE | $43,136 | $5,276+717.6% | $4,343+893.3% | $4,663+825.1% |
| Participant deferral / active EE | $76,691 | $6,962+1001.6% | $6,033+1171.1% | $6,691+1046.3% |
| Admin fee / account holder | $765 | $16,648-95.4% | $12,688-94.0% | $13,402-94.3% |