Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,088 | $154,193-83.7% | $130,045-80.7% | $139,466-82.0% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 18.32% | 32.51%-14.2pp | -137.30%+155.6pp | 373.66%-355.3pp |
| Employer contribution / active EE | $2,814 | $5,292-46.8% | $4,321-34.9% | $4,754-40.8% |
| Participant deferral / active EE | $4,028 | $6,709-40.0% | $5,820-30.8% | $6,712-40.0% |
| Admin fee / account holder | $2,870 | $13,989-79.5% | $10,600-72.9% | $11,409-74.8% |