Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $89,527 | $185,312-51.7% | $161,489-44.6% | $154,746-42.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.57% | 103.84%-92.3pp | 89.72%-78.1pp | 172.34%-160.8pp |
| Employer contribution / active EE | $7,348 | $4,769+54.1% | $4,268+72.2% | $4,379+67.8% |
| Participant deferral / active EE | $8,622 | $6,350+35.8% | $5,630+53.1% | $6,730+28.1% |
| Admin fee / account holder | $15,236 | $18,654-18.3% | $16,006-4.8% | $14,365+6.1% |