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 | $149,979 | $81,208+84.7% | $98,920+51.6% | $79,856+87.8% |
| Participation rate | 91.2% | 72.5%+18.7pp | 76.0%+15.1pp | 69.6%+21.5pp |
| Annual return | 24.30% | 60.99%-36.7pp | 196.47%-172.2pp | 31.71%-7.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,491 | $6,013+24.6% | $6,643+12.8% | $5,306+41.2% |