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 | $72,864 | $148,558-51.0% | $135,925-46.4% | $139,427-47.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.41% | 79.22%-57.8pp | 68.25%-46.8pp | 373.27%-351.9pp |
| Employer contribution / active EE | $4,660 | $5,244-11.1% | $4,857-4.1% | $4,752-1.9% |
| Participant deferral / active EE | $12,760 | $8,101+57.5% | $7,759+64.5% | $6,711+90.1% |
| Admin fee / account holder | $6,465 | $12,401-47.9% | $10,764-39.9% | $11,404-43.3% |