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 | $34,908 | $162,136-78.5% | $152,301-77.1% | $154,746-77.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.84% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $3,644 | $4,890-25.5% | $4,624-21.2% | $4,379-16.8% |
| Participant deferral / active EE | $5,166 | $8,341-38.1% | $8,004-35.5% | $6,730-23.2% |
| Admin fee / account holder | $6,014 | $15,759-61.8% | $14,398-58.2% | $14,365-58.1% |