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 | $19,198 | $112,729-83.0% | $98,716-80.6% | $137,256-86.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.86% | 38.48%-19.6pp | 31.81%-12.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,787 | $2,725-34.4% | $2,279-21.6% | $4,156-57.0% |
| Participant deferral / active EE | $18,202 | $4,640+292.3% | $4,048+349.7% | $6,407+184.1% |
| Admin fee / account holder | $330 | $10,129-96.7% | $8,703-96.2% | $12,270-97.3% |