Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,611 | $106,247-87.2% | $96,515-85.9% | $139,466-90.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.81% | 38.47%-22.7pp | 35.73%-19.9pp | 373.66%-357.9pp |
| Employer contribution / active EE | $10,848 | $4,106+164.2% | $3,740+190.1% | $4,754+128.2% |
| Participant deferral / active EE | $4,853 | $5,456-11.0% | $4,880-0.5% | $6,712-27.7% |
| Admin fee / account holder | $758 | $7,885-90.4% | $6,735-88.8% | $11,409-93.4% |