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 | $30,751 | $73,421-58.1% | $66,439-53.7% | $155,188-80.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 19.61% | 1382.37%-1362.8pp | 757.66%-738.1pp | 148.84%-129.2pp |
| Employer contribution / active EE | $6,579 | $3,039+116.5% | $2,637+149.5% | $4,248+54.9% |
| Participant deferral / active EE | $23,809 | $4,680+408.7% | $3,876+514.3% | $6,531+264.5% |
| Admin fee / account holder | $31,158 | $8,856+251.8% | $6,173+404.7% | $14,480+115.2% |