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 | $64,807 | $171,867-62.3% | $149,721-56.7% | $147,586-56.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.45% | 2113.36%-2099.9pp | 1501.67%-1488.2pp | 578.59%-565.1pp |
| Employer contribution / active EE | $10,217 | $6,275+62.8% | $5,444+87.7% | $4,876+109.5% |
| Participant deferral / active EE | $4,800 | $7,270-34.0% | $6,568-26.9% | $5,439-11.7% |
| Admin fee / account holder | $2,530 | $13,799-81.7% | $11,282-77.6% | $10,886-76.8% |