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 | $51,262 | $263,825-80.6% | $85,571-40.1% | $263,825-80.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 94.4%+5.6pp | 78.8%+21.2pp |
| Annual return | 18.32% | 13.08%+5.2pp | 16.48%+1.8pp | 13.08%+5.2pp |
| Employer contribution / active EE | $0 | $11,436-100.0% | $793-100.0% | $11,436-100.0% |
| Participant deferral / active EE | $0 | $5,893-100.0% | $2,455-100.0% | $5,893-100.0% |
| Admin fee / account holder | $5,135 | $32,179-84.0% | $6,801-24.5% | $32,179-84.0% |