Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,509 | $110,093-85.9% | $97,295-84.1% | $145,897-89.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.45% | 244.76%-231.3pp | 75.62%-62.2pp | 552.29%-538.8pp |
| Employer contribution / active EE | $25,706 | $3,077+735.4% | $2,723+844.1% | $4,663+451.3% |
| Participant deferral / active EE | $32,113 | $4,678+586.5% | $4,264+653.2% | $6,689+380.1% |
| Admin fee / account holder | $8,281 | $6,212+33.3% | $5,646+46.7% | $13,390-38.2% |