Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $110,828 | $166,020-33.2% | $164,866-32.8% | $145,959-24.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 16.46% | 100.08%-83.6pp | 69.97%-53.5pp | 561.95%-545.5pp |
| Employer contribution / active EE | $3,838 | $5,275-27.2% | $4,343-11.6% | $4,661-17.6% |
| Participant deferral / active EE | $6,909 | $6,961-0.7% | $6,033+14.5% | $6,689+3.3% |
| Admin fee / account holder | $17,245 | $16,644+3.6% | $12,689+35.9% | $13,398+28.7% |