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 | $139,538 | $76,371+82.7% | $93,621+49.0% | $72,976+91.2% |
| Participation rate | 84.6% | 71.8%+12.9pp | 75.8%+8.8pp | 69.5%+15.1pp |
| Annual return | 19.16% | 25.82%-6.7pp | 32.76%-13.6pp | 81.02%-61.9pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,872 | $6,839-72.6% | $7,890-76.3% | $5,124-63.5% |