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 | $71,218 | $154,228-53.8% | $145,433-51.0% | $137,256-48.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.99% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,250 | $4,804-32.3% | $4,554-28.6% | $4,156-21.8% |
| Participant deferral / active EE | $3,250 | $8,216-60.4% | $7,897-58.8% | $6,407-49.3% |
| Admin fee / account holder | $8,580 | $14,344-40.2% | $13,129-34.6% | $12,270-30.1% |