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 | $108,909 | $96,691+12.6% | $86,656+25.7% | $139,487-21.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.09% | 106.87%-92.8pp | 593.09%-579.0pp | 373.84%-359.7pp |
| Employer contribution / active EE | $10,738 | $3,267+228.7% | $3,025+254.9% | $4,755+125.8% |
| Participant deferral / active EE | $13,031 | $4,838+169.3% | $4,439+193.5% | $6,713+94.1% |
| Admin fee / account holder | $9,860 | $6,414+53.7% | $5,619+75.5% | $11,407-13.6% |