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 | $67,279 | $126,661-46.9% | $113,397-40.7% | $138,895-51.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 14.28% | 25.05%-10.8pp | 23.20%-8.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,254 | $3,456-34.8% | $2,977-24.3% | $4,194-46.3% |
| Participant deferral / active EE | $3,737 | $5,693-34.4% | $5,076-26.4% | $6,396-41.6% |
| Admin fee / account holder | $1,701 | $14,549-88.3% | $11,957-85.8% | $12,562-86.5% |