Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $148,255 | $155,555-4.7% | $146,866+0.9% | $155,188-4.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 15.59% | 115.41%-99.8pp | 102.85%-87.3pp | 148.84%-133.2pp |
| Employer contribution / active EE | $5,380 | $4,647+15.8% | $4,425+21.6% | $4,248+26.7% |
| Participant deferral / active EE | $43,518 | $8,044+441.0% | $7,759+460.9% | $6,531+566.3% |
| Admin fee / account holder | $3,320 | $14,755-77.5% | $13,620-75.6% | $14,480-77.1% |