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 | $69,912 | $54,380+28.6% | $68,509+2.0% | $59,633+17.2% |
| Participation rate | 90.5% | 70.2%+20.3pp | 74.7%+15.7pp | 68.7%+21.8pp |
| Annual return | 10.41% | 2.83%+7.6pp | 8.27%+2.1pp | 2041.40%-2031.0pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,277 | $3,885-41.4% | $5,275-56.8% | $4,297-47.0% |