Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $144,728 | $107,809+34.2% | $97,032+49.2% | $155,188-6.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 17.13% | 38.06%-20.9pp | 35.38%-18.2pp | 148.84%-131.7pp |
| Employer contribution / active EE | $2,598 | $2,911-10.8% | $2,629-1.2% | $4,248-38.9% |
| Participant deferral / active EE | $4,810 | $5,129-6.2% | $4,672+2.9% | $6,531-26.4% |
| Admin fee / account holder | $16,330 | $10,717+52.4% | $9,418+73.4% | $14,480+12.8% |