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 | $111,710 | $172,111-35.1% | $150,298-25.7% | $137,256-18.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.40% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $22,723 | $4,636+390.1% | $4,154+447.0% | $4,156+446.7% |
| Participant deferral / active EE | $31,218 | $6,166+406.3% | $5,453+472.5% | $6,407+387.3% |
| Admin fee / account holder | $2,028 | $16,471-87.7% | $14,116-85.6% | $12,270-83.5% |