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 | $9,698 | $111,535-91.3% | $105,223-90.8% | $137,256-92.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.09% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $11,111 | $3,939+182.0% | $3,689+201.2% | $4,156+167.3% |
| Participant deferral / active EE | $21,018 | $5,500+282.2% | $5,072+314.4% | $6,407+228.1% |
| Admin fee / account holder | $51,320 | $9,721+427.9% | $8,859+479.3% | $12,270+318.3% |