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 | $58,177 | $136,307-57.3% | $106,619-45.4% | $273,972-78.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.56% | 11.05%-5.5pp | 9.42%-3.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,870 | $5,190-44.7% | $3,947-27.3% | $4,869-41.1% |
| Participant deferral / active EE | $4,977 | $4,969+0.2% | $3,930+26.6% | $5,287-5.9% |
| Admin fee / account holder | $4,926 | $8,625-42.9% | $6,418-23.3% | $10,133-51.4% |