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 | $74,958 | $174,379-57.0% | $152,093-50.7% | $138,895-46.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.71% | 74.86%-63.1pp | 66.36%-54.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $15,107 | $4,652+224.8% | $4,175+261.9% | $4,194+260.2% |
| Participant deferral / active EE | $15,455 | $6,159+150.9% | $5,451+183.5% | $6,396+141.6% |
| Admin fee / account holder | $1,517 | $16,880-91.0% | $14,497-89.5% | $12,562-87.9% |