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 | $225,320 | $135,905+65.8% | $126,068+78.7% | $198,609+13.4% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 15.84% | 14.07%+1.8pp | 15.01%+0.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $1,932 | $4,245-54.5% | $3,968-51.3% | $5,055-61.8% |
| Participant deferral / active EE | $8,928 | $8,523+4.7% | $8,214+8.7% | $6,977+28.0% |
| Admin fee / account holder | $24,572 | $21,036+16.8% | $18,264+34.5% | $19,030+29.1% |