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 | $162,275 | $68,097+138.3% | $62,929+157.9% | $137,256+18.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.29% | 1859.11%-1845.8pp | 1063.93%-1050.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $7,247 | $2,811+157.8% | $2,505+189.3% | $4,156+74.4% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,009 | $6,521-53.9% | $5,065-40.6% | $12,270-75.5% |