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 | $185,312-59.8% | $161,489-53.8% | $154,746-51.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.85% | 103.84%-90.0pp | 89.72%-75.9pp | 172.34%-158.5pp |
| Employer contribution / active EE | $16,077 | $4,769+237.1% | $4,268+276.7% | $4,379+267.1% |
| Participant deferral / active EE | $31,674 | $6,350+398.8% | $5,630+462.6% | $6,730+370.6% |
| Admin fee / account holder | $24,407 | $18,654+30.8% | $16,006+52.5% | $14,365+69.9% |