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 | $127,051 | $160,070-20.6% | $147,117-13.6% | $145,897-12.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.43% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,358 | $5,285-55.4% | $4,932-52.2% | $4,663-49.4% |
| Participant deferral / active EE | $23,583 | $8,419+180.1% | $8,065+192.4% | $6,689+252.5% |
| Admin fee / account holder | $12,663 | $15,035-15.8% | $12,993-2.5% | $13,390-5.4% |