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 | $145,961 | $162,136-10.0% | $152,301-4.2% | $154,746-5.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.93% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $70,159 | $4,890+1334.7% | $4,624+1417.1% | $4,379+1502.1% |
| Participant deferral / active EE | $46,528 | $8,341+457.8% | $8,004+481.3% | $6,730+591.3% |
| Admin fee / account holder | $91,775 | $15,759+482.4% | $14,398+537.4% | $14,365+538.9% |