Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,322 | $148,623-78.3% | $135,974-76.2% | $139,466-76.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.78% | 79.30%-58.5pp | 68.30%-47.5pp | 373.66%-352.9pp |
| Employer contribution / active EE | $2,266 | $5,246-56.8% | $4,859-53.4% | $4,754-52.3% |
| Participant deferral / active EE | $9,459 | $8,103+16.7% | $7,760+21.9% | $6,712+40.9% |
| Admin fee / account holder | $5,280 | $12,406-57.4% | $10,767-51.0% | $11,409-53.7% |