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 | $95,427 | $202,342-52.8% | $172,752-44.8% | $152,897-37.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.51% | 1029.83%-1007.3pp | 802.97%-780.5pp | 345.43%-322.9pp |
| Employer contribution / active EE | $36,693 | $5,858+526.4% | $5,144+613.3% | $4,764+670.3% |
| Participant deferral / active EE | $14,667 | $5,948+146.6% | $5,198+182.2% | $5,851+150.7% |
| Admin fee / account holder | $2,599 | $17,111-84.8% | $13,955-81.4% | $11,599-77.6% |