Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $74,059 | $112,729-34.3% | $98,716-25.0% | $137,256-46.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.64% | 38.48%-22.8pp | 31.81%-16.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $26,950 | $2,725+888.9% | $2,279+1082.8% | $4,156+548.5% |
| Participant deferral / active EE | $88,631 | $4,640+1810.1% | $4,048+2089.7% | $6,407+1283.4% |
| Admin fee / account holder | $30,989 | $10,129+206.0% | $8,703+256.1% | $12,270+152.6% |