Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $53,657 | $108,942-50.7% | $100,415-46.6% | $145,897-63.2% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 14.44% | 58.27%-43.8pp | 49.47%-35.0pp | 552.29%-537.9pp |
| Employer contribution / active EE | $34,956 | $4,422+690.5% | $3,943+786.6% | $4,663+649.7% |
| Participant deferral / active EE | $93,954 | $8,461+1010.4% | $8,091+1061.2% | $6,689+1304.5% |
| Admin fee / account holder | $34,097 | $9,702+251.5% | $7,906+331.3% | $13,390+154.6% |