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 | $119,593 | $185,312-35.5% | $161,489-25.9% | $154,746-22.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.21% | 103.84%-88.6pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $801,157 | $4,769+16698.8% | $4,268+18670.1% | $4,379+18195.1% |
| Participant deferral / active EE | $607,378 | $6,350+9465.5% | $5,630+10688.5% | $6,730+8924.5% |
| Admin fee / account holder | $45,382 | $18,654+143.3% | $16,006+183.5% | $14,365+215.9% |