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 | $31,933 | $77,472-58.8% | $100,415-68.2% | $80,959-60.6% |
| Participation rate | 81.5% | 76.9%+4.5pp | 81.5%0pp | 67.7%+13.8pp |
| Annual return | 16.03% | 37.26%-21.2pp | 49.47%-33.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,091-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,136 | $5,885-80.7% | $7,906-85.6% | $6,925-83.6% |