Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $75,394 | $96,558-21.9% | $80,977-6.9% | $273,973-72.5% |
| Participation rate | 86.4% | 79.1%+7.3pp | 75.8%+10.6pp | 83.0%+3.3pp |
| Annual return | 8.87% | 15.14%-6.3pp | 17.11%-8.2pp | 41.46%-32.6pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,680 | $7,493-37.5% | $5,517-15.2% | $10,133-53.8% |