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 | $74,396 | $142,354-47.7% | $125,529-40.7% | $155,188-52.1% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.7%-74.7pp | 80.8%-80.8pp |
| Annual return | 15.88% | 306.06%-290.2pp | 202.56%-186.7pp | 148.84%-133.0pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $55,162 | $19,392+184.5% | $16,298+238.5% | $14,480+281.0% |