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 | $22,339 | $156,398-85.7% | $147,318-84.8% | $138,895-83.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.60% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $4,735 | $4,853-2.4% | $4,593+3.1% | $4,194+12.9% |
| Participant deferral / active EE | $4,785 | $8,237-41.9% | $7,906-39.5% | $6,396-25.2% |
| Admin fee / account holder | $367 | $14,976-97.5% | $13,708-97.3% | $12,562-97.1% |