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 | $212,596 | $129,737+63.9% | $119,126+78.5% | $154,746+37.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.34% | 379.08%-359.7pp | 282.11%-262.8pp | 172.34%-153.0pp |
| Employer contribution / active EE | $43,493 | $4,375+894.1% | $4,034+978.3% | $4,379+893.2% |
| Participant deferral / active EE | $115,748 | $5,842+1881.4% | $5,318+2076.6% | $6,730+1619.8% |
| Admin fee / account holder | $46,869 | $11,961+291.9% | $10,693+338.3% | $14,365+226.3% |