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 | $7,426 | $76,519-90.3% | $56,025-86.7% | $145,897-94.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 7.41% | 3017.03%-3009.6pp | 1712.69%-1705.3pp | 552.29%-544.9pp |
| Employer contribution / active EE | $243 | $1,383-82.4% | $1,042-76.6% | $4,663-94.8% |
| Participant deferral / active EE | $1,007 | $2,624-61.6% | $1,955-48.5% | $6,689-84.9% |
| Admin fee / account holder | $1,237 | $3,331-62.9% | $2,828-56.3% | $13,390-90.8% |