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 | $82,897 | $102,609-19.2% | $98,090-15.5% | $138,895-40.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 18.49% | 36.44%-17.9pp | 37.05%-18.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $37,498 | $3,867+869.6% | $3,606+939.8% | $4,194+794.0% |
| Participant deferral / active EE | $37,518 | $8,167+359.4% | $7,845+378.2% | $6,396+486.6% |
| Admin fee / account holder | $11,975 | $11,434+4.7% | $11,815+1.4% | $12,562-4.7% |