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 | $231,935 | $239,571-3.2% | $183,328+26.5% | $137,256+69.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 19.00% | 35.69%-16.7pp | 29.67%-10.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $146,527 | $6,148+2283.5% | $5,055+2798.6% | $4,156+3425.7% |
| Participant deferral / active EE | $47,546 | $7,995+494.7% | $6,795+599.7% | $6,407+642.1% |
| Admin fee / account holder | $966 | $30,059-96.8% | $21,427-95.5% | $12,270-92.1% |