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 | $121,142 | $93,345+29.8% | $119,126+1.7% | $87,485+38.5% |
| Participation rate | 94.1% | 68.7%+25.4pp | 75.8%+18.4pp | 68.9%+25.2pp |
| Annual return | 15.00% | 19.08%-4.1pp | 282.11%-267.1pp | 26.06%-11.1pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,715 | $8,039-53.8% | $10,693-65.3% | $7,775-52.2% |