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 | $129,684 | $160,059-19.0% | $140,019-7.4% | $135,379-4.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.60% | 911.44%-918.0pp | 651.15%-657.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $5,670 | $6,420-11.7% | $5,605+1.2% | $4,779+18.6% |
| Participant deferral / active EE | $17,365 | $7,641+127.3% | $6,927+150.7% | $5,609+209.6% |
| Admin fee / account holder | $37,693 | $13,328+182.8% | $10,705+252.1% | $10,828+248.1% |