Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $96,859 | $67,602+43.3% | $82,312+17.7% | $70,126+38.1% |
| Participation rate | 83.0% | 72.8%+10.2pp | 76.9%+6.1pp | 69.5%+13.4pp |
| Annual return | 14.82% | 21.57%-6.7pp | 25.88%-11.1pp | 73.15%-58.3pp |
| 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 | $15,439 | $4,512+242.2% | $5,608+175.3% | $4,645+232.4% |