Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $58,269 | $100,970-42.3% | $96,576-39.7% | $137,256-57.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.27% | 38.16%-17.9pp | 38.47%-18.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $15,298 | $3,809+301.6% | $3,553+330.5% | $4,156+268.1% |
| Participant deferral / active EE | $34,210 | $8,286+312.8% | $7,956+330.0% | $6,407+434.0% |
| Admin fee / account holder | $4,401 | $11,312-61.1% | $11,381-61.3% | $12,270-64.1% |