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 | $25,788 | $185,312-86.1% | $161,489-84.0% | $154,746-83.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.85% | 103.84%-90.0pp | 89.72%-75.9pp | 172.34%-158.5pp |
| Employer contribution / active EE | $6,160 | $4,769+29.2% | $4,268+44.3% | $4,379+40.7% |
| Participant deferral / active EE | $12,654 | $6,350+99.3% | $5,630+124.8% | $6,730+88.0% |
| Admin fee / account holder | $3,655 | $18,654-80.4% | $16,006-77.2% | $14,365-74.6% |