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 | $164,880 | $64,920+154.0% | $103,693+59.0% | $86,983+89.6% |
| Participation rate | 86.2% | 63.6%+22.6pp | 72.6%+13.6pp | 69.5%+16.7pp |
| Annual return | 15.88% | 30.29%-14.4pp | 47.61%-31.7pp | 25.83%-10.0pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $11,666 | $6,191+88.4% | $7,858+48.5% | $7,856+48.5% |