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 | $41,122 | $107,666-61.8% | $102,184-59.8% | $154,746-73.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.54% | 29.33%-15.8pp | 31.58%-18.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $16,811 | $3,846+337.1% | $3,594+367.8% | $4,379+283.9% |
| Participant deferral / active EE | $22,924 | $8,719+162.9% | $8,309+175.9% | $6,730+240.6% |
| Admin fee / account holder | $10,652 | $12,943-17.7% | $11,609-8.2% | $14,365-25.9% |