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 | $219,550 | $183,516+19.6% | $155,534+41.2% | $145,884+50.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 10.23% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $26,388 | $5,315+396.5% | $4,675+464.5% | $4,662+466.0% |
| Participant deferral / active EE | $24,002 | $6,467+271.2% | $5,630+326.3% | $6,690+258.8% |
| Admin fee / account holder | $28,167 | $19,293+46.0% | $15,900+77.2% | $13,392+110.3% |