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 | $15,609 | $57,119-72.7% | $85,187-81.7% | $80,935-80.7% |
| Participation rate | 89.1% | 56.4%+32.7pp | 67.5%+21.5pp | 67.7%+21.4pp |
| Annual return | 14.67% | 21.70%-7.0pp | 66.67%-52.0pp | 35.66%-21.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $454 | $4,990-90.9% | $6,162-92.6% | $6,924-93.4% |