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 | $35,033 | $183,516-80.9% | $155,534-77.5% | $145,884-76.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.98% | 61.43%-39.4pp | 64.92%-42.9pp | 551.85%-529.9pp |
| Employer contribution / active EE | $9,842 | $5,315+85.2% | $4,675+110.5% | $4,662+111.1% |
| Participant deferral / active EE | $17,480 | $6,467+170.3% | $5,630+210.5% | $6,690+161.3% |
| Admin fee / account holder | $2,117 | $19,293-89.0% | $15,900-86.7% | $13,392-84.2% |