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 | $171,313 | $110,337+55.3% | $102,383+67.3% | $145,877+17.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.08% | 24.83%-12.8pp | 24.94%-12.9pp | 551.28%-539.2pp |
| Employer contribution / active EE | $3,242 | $4,216-23.1% | $3,870-16.2% | $4,663-30.5% |
| Participant deferral / active EE | $2,044 | $5,621-63.6% | $5,060-59.6% | $6,691-69.4% |
| Admin fee / account holder | $9,408 | $9,750-3.5% | $8,391+12.1% | $13,402-29.8% |