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 | $140,572 | $141,004-0.3% | $112,273+25.2% | $139,466+0.8% |
| Participation rate | 93.3% | 79.2%+14.1pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 11.52% | 32.75%-21.2pp | 30.23%-18.7pp | 373.66%-362.1pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,674 | $9,959-73.1% | $7,752-65.5% | $11,409-76.6% |