Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $43,188 | $160,040-73.0% | $147,096-70.6% | $145,877-70.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.92% | 98.49%-87.6pp | 419.75%-408.8pp | 551.28%-540.4pp |
| Employer contribution / active EE | $28,863 | $5,289+445.7% | $4,936+484.8% | $4,663+519.0% |
| Participant deferral / active EE | $54,781 | $8,429+549.9% | $8,071+578.7% | $6,691+718.8% |
| Admin fee / account holder | $19,562 | $15,050+30.0% | $13,005+50.4% | $13,402+46.0% |