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 | $44,415 | $62,672-29.1% | $185,117-76.0% | $70,126-36.7% |
| Participation rate | 82.5% | 63.8%+18.7pp | 77.3%+5.2pp | 69.5%+13.0pp |
| Annual return | 22.30% | 40.79%-18.5pp | 40.50%-18.2pp | 73.15%-50.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,716 | $3,932+121.7% | $8,159+6.8% | $4,645+87.6% |