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 | $133,538 | $198,260-32.6% | - | $138,895-3.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | - | 79.9%+20.1pp |
| Annual return | 14.59% | 734.64%-720.1pp | - | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $6,031-100.0% | - | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,542-100.0% | - | $6,396-100.0% |
| Admin fee / account holder | $15,898 | $7,792+104.0% | - | $12,562+26.6% |