Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,457 | $160,028-79.1% | $147,080-77.3% | $145,884-77.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.17% | 98.60%-88.4pp | 420.17%-410.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,864 | $5,286-45.8% | $4,933-42.0% | $4,662-38.6% |
| Participant deferral / active EE | $5,412 | $8,422-35.7% | $8,066-32.9% | $6,690-19.1% |
| Admin fee / account holder | $4,077 | $15,030-72.9% | $12,989-68.6% | $13,392-69.6% |