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 | $44,377 | $175,646-74.7% | $129,118-65.6% | $134,545-67.0% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.2%+10.3pp | 81.2%+6.3pp |
| Annual return | 5.16% | -11.39%+16.5pp | -10.94%+16.1pp | 418.37%-413.2pp |
| Employer contribution / active EE | $2,384 | $6,355-62.5% | $5,051-52.8% | $4,742-49.7% |
| Participant deferral / active EE | $11,041 | $7,970+38.5% | $6,539+68.8% | $6,401+72.5% |
| Admin fee / account holder | $12,733 | $23,578-46.0% | $14,305-11.0% | $11,431+11.4% |