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 | $135,952 | $104,098+30.6% | $140,514-3.2% | $94,015+44.6% |
| Participation rate | 76.7% | 73.7%+3.0pp | 77.8%-1.1pp | 70.8%+5.8pp |
| Annual return | 11.30% | 15.14%-3.8pp | 14.36%-3.1pp | 17.84%-6.5pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $593 | $10,439-94.3% | $13,697-95.7% | $8,951-93.4% |