Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,441 | $100,279-65.7% | $81,353-57.7% | $145,884-76.4% |
| Participation rate | 72.7% | 74.3%-1.5pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 7.57% | 34.49%-26.9pp | 24.82%-17.2pp | 551.85%-544.3pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,597 | $8,206+16.9% | $5,766+66.4% | $13,392-28.3% |