Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $74,907 | $154,228-51.4% | $145,433-48.5% | $137,256-45.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.93% | 74.59%-57.7pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $5,602 | $4,804+16.6% | $4,554+23.0% | $4,156+34.8% |
| Participant deferral / active EE | $10,494 | $8,216+27.7% | $7,897+32.9% | $6,407+63.8% |
| Admin fee / account holder | $550 | $14,344-96.2% | $13,129-95.8% | $12,270-95.5% |