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 | $92,132 | $159,978-42.4% | $147,041-37.3% | $145,978-36.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.32% | 98.36%-85.0pp | 419.21%-405.9pp | 550.52%-537.2pp |
| Employer contribution / active EE | $7,915 | $5,288+49.7% | $4,935+60.4% | $4,662+69.8% |
| Participant deferral / active EE | $32,547 | $8,429+286.1% | $8,071+303.3% | $6,690+386.5% |
| Admin fee / account holder | $8,439 | $15,053-43.9% | $13,006-35.1% | $13,400-37.0% |