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 | $139,806 | $108,897+28.4% | $100,378+39.3% | $145,877-4.2% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 20.20% | 58.17%-38.0pp | 49.41%-29.2pp | 551.28%-531.1pp |
| Employer contribution / active EE | $2,285 | $4,420-48.3% | $3,942-42.0% | $4,663-51.0% |
| Participant deferral / active EE | $11,558 | $8,455+36.7% | $8,087+42.9% | $6,691+72.8% |
| Admin fee / account holder | $18,778 | $9,690+93.8% | $7,899+137.7% | $13,402+40.1% |