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 | $165,548 | $162,967+1.6% | $135,792+21.9% | $138,895+19.2% |
| Participation rate | 87.5% | 78.3%+9.2pp | 72.6%+14.9pp | 79.9%+7.6pp |
| Annual return | 10.15% | 30.08%-19.9pp | 25.96%-15.8pp | 145.39%-135.2pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,545 | $15,306-57.2% | $12,266-46.6% | $12,562-47.9% |