Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,550 | $147,556-82.7% | $129,031-80.2% | $198,609-87.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 13.25% | 37.41%-24.2pp | 34.67%-21.4pp | 202.70%-189.4pp |
| Employer contribution / active EE | $9,069 | $3,645+148.8% | $3,226+181.1% | $5,055+79.4% |
| Participant deferral / active EE | $11,989 | $5,760+108.2% | $5,217+129.8% | $6,977+71.8% |
| Admin fee / account holder | $12,741 | $15,467-17.6% | $13,208-3.5% | $19,030-33.1% |