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 | $32,783 | $154,228-78.7% | $145,433-77.5% | $137,256-76.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.66% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,605 | $4,804-25.0% | $4,554-20.8% | $4,156-13.3% |
| Participant deferral / active EE | $18,686 | $8,216+127.4% | $7,897+136.6% | $6,407+191.7% |
| Admin fee / account holder | $2,063 | $14,344-85.6% | $13,129-84.3% | $12,270-83.2% |