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 | $34,950 | $201,372-82.6% | $184,260-81.0% | $145,884-76.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.70% | 29.04%-12.3pp | 28.84%-12.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $71,075 | $7,024+912.0% | $6,427+1005.8% | $4,662+1424.5% |
| Participant deferral / active EE | $3,820 | $9,808-61.0% | $9,133-58.2% | $6,690-42.9% |
| Admin fee / account holder | $1,175 | $16,362-92.8% | $13,898-91.5% | $13,392-91.2% |