Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $47,200 | $73,421-35.7% | $66,439-29.0% | $155,188-69.6% |
| Participation rate | 0.0% | 79.7%-79.7pp | 74.5%-74.5pp | 80.8%-80.8pp |
| Annual return | 18.58% | 1382.37%-1363.8pp | 757.66%-739.1pp | 148.84%-130.3pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,649 | $8,856-47.5% | $6,173-24.7% | $14,480-67.9% |