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 | $76,935 | $198,457-61.2% | $170,435-54.9% | $147,586-47.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.11% | 257.30%-248.2pp | 205.94%-196.8pp | 578.59%-569.5pp |
| Employer contribution / active EE | $34,127 | $6,183+451.9% | $5,432+528.2% | $4,876+599.8% |
| Participant deferral / active EE | $21,989 | $5,629+290.6% | $4,939+345.2% | $5,439+304.3% |
| Admin fee / account holder | $65,774 | $16,852+290.3% | $13,881+373.9% | $10,886+504.2% |