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 | $32,072 | $67,372-52.4% | $60,906-47.3% | $134,532-76.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.22% | 50.05%-66.3pp | 16.94%-33.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $2,784 | $3,099-10.2% | $2,703+3.0% | $4,741-41.3% |
| Participant deferral / active EE | $2,784 | $4,532-38.6% | $3,814-27.0% | $6,401-56.5% |
| Admin fee / account holder | $341 | $4,588-92.6% | $3,227-89.4% | $11,429-97.0% |