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 | $228,572 | $184,000+24.2% | $162,185+40.9% | $152,909+49.5% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.6%+7.7pp | 82.5%+12.8pp |
| Annual return | 18.01% | 150.80%-132.8pp | 115.61%-97.6pp | 345.46%-327.5pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14,498 | $13,124+10.5% | $10,844+33.7% | $11,601+25.0% |