Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,986 | $97,289-59.9% | $92,805-58.0% | $155,188-74.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 14.77% | 29.03%-14.3pp | 31.59%-16.8pp | 148.84%-134.1pp |
| Employer contribution / active EE | $2,279 | $3,632-37.3% | $3,424-33.4% | $4,248-46.3% |
| Participant deferral / active EE | $23,500 | $8,795+167.2% | $8,448+178.2% | $6,531+259.8% |
| Admin fee / account holder | $13,218 | $12,015+10.0% | $10,911+21.1% | $14,480-8.7% |