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 | $41,484 | $105,623-60.7% | $87,502-52.6% | $273,972-84.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.74% | 12.26%-7.5pp | 12.21%-7.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,150 | $3,141-63.4% | $2,550-54.9% | $4,869-76.4% |
| Participant deferral / active EE | $16,100 | $3,601+347.1% | $3,149+411.3% | $5,287+204.5% |
| Admin fee / account holder | $328 | $4,781-93.1% | $4,221-92.2% | $10,133-96.8% |