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 | $152,857 | $817,678-81.3% | $392,568-61.1% | $152,8970% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 26.64% | 22.84%+3.8pp | 24.42%+2.2pp | 345.43%-318.8pp |
| Employer contribution / active EE | $2,962 | $5,502-46.2% | $3,783-21.7% | $4,764-37.8% |
| Participant deferral / active EE | $8,799 | $8,398+4.8% | $5,985+47.0% | $5,851+50.4% |
| Admin fee / account holder | $1,794 | $12,095-85.2% | $6,260-71.3% | $11,599-84.5% |