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 | $49,933 | $115,917-56.9% | $100,535-50.3% | $158,982-68.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.76% | 34.80%-23.0pp | 30.90%-19.1pp | 302.99%-291.2pp |
| Employer contribution / active EE | $2,291 | $4,105-44.2% | $3,419-33.0% | $4,763-51.9% |
| Participant deferral / active EE | $13,291 | $6,677+99.1% | $6,271+111.9% | $5,983+122.1% |
| Admin fee / account holder | $2,888 | $11,002-73.7% | $8,085-64.3% | $11,252-74.3% |