Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,801 | $110,248-92.9% | $95,728-91.9% | $139,456-94.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.90% | 27.16%-10.3pp | 28.40%-11.5pp | 373.45%-356.5pp |
| Employer contribution / active EE | $15,786 | $3,258+384.5% | $2,835+456.8% | $4,753+232.2% |
| Participant deferral / active EE | $23,025 | $4,675+392.5% | $4,245+442.4% | $6,711+243.1% |
| Admin fee / account holder | $2,745 | $6,607-58.5% | $5,673-51.6% | $11,407-75.9% |