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 | $45,732 | $155,555-70.6% | $146,866-68.9% | $155,188-70.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.35% | 115.41%-103.1pp | 102.85%-90.5pp | 148.84%-136.5pp |
| Employer contribution / active EE | $8,005 | $4,647+72.3% | $4,425+80.9% | $4,248+88.5% |
| Participant deferral / active EE | $11,503 | $8,044+43.0% | $7,759+48.2% | $6,531+76.1% |
| Admin fee / account holder | $38,024 | $14,755+157.7% | $13,620+179.2% | $14,480+162.6% |