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 | $69,703 | $181,062-61.5% | $158,223-55.9% | $155,188-55.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.04% | 57.39%-40.3pp | 52.09%-35.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $41,861 | $4,565+817.1% | $4,109+918.8% | $4,248+885.5% |
| Participant deferral / active EE | $92,042 | $6,134+1400.4% | $5,467+1583.6% | $6,531+1309.3% |
| Admin fee / account holder | $3,068 | $18,825-83.7% | $16,047-80.9% | $14,480-78.8% |