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 | $87,830 | $46,596+88.5% | $64,099+37.0% | $75,181+16.8% |
| Participation rate | 88.9% | 65.9%+23.0pp | 72.3%+16.6pp | 67.2%+21.7pp |
| Annual return | 11.60% | 26.04%-14.4pp | 33.70%-22.1pp | 160.69%-149.1pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18,398 | $2,954+522.7% | $3,070+499.2% | $5,650+225.6% |