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 | $72,925 | $114,013-36.0% | $103,693-29.7% | $155,188-53.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 9.63% | 49.31%-39.7pp | 47.61%-38.0pp | 148.84%-139.2pp |
| Employer contribution / active EE | $7,177 | $3,131+129.2% | $2,920+145.7% | $4,248+68.9% |
| Participant deferral / active EE | $15,821 | $4,970+218.3% | $4,579+245.5% | $6,531+142.2% |
| Admin fee / account holder | $2,707 | $8,407-67.8% | $7,858-65.5% | $14,480-81.3% |