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 | $58,373 | $100,895-42.1% | $90,430-35.4% | $158,950-63.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.00% | 1725.54%-1716.5pp | 1293.73%-1284.7pp | 302.91%-293.9pp |
| Employer contribution / active EE | $10,791 | $3,689+192.5% | $3,262+230.8% | $4,762+126.6% |
| Participant deferral / active EE | $25,081 | $4,347+476.9% | $3,963+532.9% | $5,983+319.2% |
| Admin fee / account holder | $333 | $6,505-94.9% | $5,613-94.1% | $11,248-97.0% |