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 | $139,653 | $68,097+105.1% | $62,929+121.9% | $137,256+1.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.46% | 1859.11%-1845.7pp | 1063.93%-1050.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,833 | $2,811+0.8% | $2,505+13.1% | $4,156-31.8% |
| Participant deferral / active EE | $7,500 | $4,553+64.7% | $3,888+92.9% | $6,407+17.1% |
| Admin fee / account holder | $4,818 | $6,521-26.1% | $5,065-4.9% | $12,270-60.7% |