Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,700 | $88,815-66.6% | $81,882-63.7% | $145,897-79.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.28% | 1033.75%-1018.5pp | 779.47%-764.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $3,941 | $3,086+27.7% | $2,916+35.2% | $4,663-15.5% |
| Participant deferral / active EE | $9,853 | $4,647+112.0% | $4,323+127.9% | $6,689+47.3% |
| Admin fee / account holder | $4,338 | $8,434-48.6% | $7,360-41.1% | $13,390-67.6% |