Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $58,784 | $162,136-63.7% | $152,301-61.4% | $154,746-62.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.53% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $3,364 | $4,890-31.2% | $4,624-27.3% | $4,379-23.2% |
| Participant deferral / active EE | $4,896 | $8,341-41.3% | $8,004-38.8% | $6,730-27.3% |
| Admin fee / account holder | $358 | $15,759-97.7% | $14,398-97.5% | $14,365-97.5% |