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 | $180,153 | $67,602+166.5% | $82,312+118.9% | $70,126+156.9% |
| Participation rate | 84.8% | 72.8%+12.0pp | 76.9%+7.9pp | 69.5%+15.2pp |
| Annual return | 17.38% | 21.57%-4.2pp | 25.88%-8.5pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,191 | $4,512+148.0% | $5,608+99.6% | $4,645+140.9% |