Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $122,520 | $108,897+12.5% | $100,378+22.1% | $145,877-16.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.87% | 58.17%-45.3pp | 49.41%-36.5pp | 551.28%-538.4pp |
| Employer contribution / active EE | $3,449 | $4,420-22.0% | $3,942-12.5% | $4,663-26.0% |
| Participant deferral / active EE | $12,491 | $8,455+47.7% | $8,087+54.5% | $6,691+86.7% |
| Admin fee / account holder | $7,971 | $9,690-17.7% | $7,899+0.9% | $13,402-40.5% |