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 | $129,412 | $118,708+9.0% | $98,920+30.8% | $158,966-18.6% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 12.40% | 372.49%-360.1pp | 196.47%-184.1pp | 302.95%-290.6pp |
| Employer contribution / active EE | $2,374 | $3,334-28.8% | $2,689-11.7% | $4,762-50.1% |
| Participant deferral / active EE | $7,419 | $5,089+45.8% | $4,245+74.8% | $5,983+24.0% |
| Admin fee / account holder | $18,255 | $10,134+80.1% | $6,643+174.8% | $11,250+62.3% |