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 | $40,017 | $203,483-80.3% | $152,473-73.8% | $167,536-76.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 9.32% | 13.80%-4.5pp | 757.59%-748.3pp | 478.82%-469.5pp |
| Employer contribution / active EE | $2,135 | $5,219-59.1% | $4,326-50.6% | $4,839-55.9% |
| Participant deferral / active EE | $6,419 | $6,711-4.3% | $5,817+10.3% | $6,342+1.2% |
| Admin fee / account holder | $20,088 | $22,521-10.8% | $15,811+27.1% | $12,315+63.1% |