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 | $15,925 | $76,608-79.2% | $56,077-71.6% | $145,877-89.1% |
| Participation rate | 76.5% | 63.2%+13.2pp | 52.5%+24.0pp | 80.3%-3.8pp |
| Annual return | 14.46% | 3009.59%-2995.1pp | 1709.28%-1694.8pp | 551.28%-536.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $653 | $3,325-80.3% | $2,825-76.9% | $13,402-95.1% |