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 | $231,380 | $111,535+107.5% | $105,223+119.9% | $137,256+68.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.52% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $8,998 | $3,939+128.4% | $3,689+143.9% | $4,156+116.5% |
| Participant deferral / active EE | $23,589 | $5,500+328.9% | $5,072+365.1% | $6,407+268.2% |
| Admin fee / account holder | $14,376 | $9,721+47.9% | $8,859+62.3% | $12,270+17.2% |