Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,708 | $72,426-75.6% | $67,560-73.8% | $145,897-87.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.64% | 7226.78%-7213.1pp | 3533.50%-3519.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $31,775 | $3,074+933.5% | $2,737+1061.1% | $4,663+581.5% |
| Participant deferral / active EE | $24,621 | $4,785+414.5% | $4,004+514.9% | $6,689+268.1% |
| Admin fee / account holder | $9,962 | $5,514+80.7% | $3,994+149.4% | $13,390-25.6% |