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 | $74,528 | $172,111-56.7% | $150,298-50.4% | $137,256-45.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.85% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $16,077 | $4,636+246.8% | $4,154+287.0% | $4,156+286.8% |
| Participant deferral / active EE | $31,674 | $6,166+413.7% | $5,453+480.9% | $6,407+394.4% |
| Admin fee / account holder | $24,407 | $16,471+48.2% | $14,116+72.9% | $12,270+98.9% |