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 | $29,032 | $67,396-56.9% | $60,919-52.3% | $134,545-78.4% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.1%+8.7pp | 81.2%+0.6pp |
| Annual return | -14.04% | 50.12%-64.2pp | 16.96%-31.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $3,750 | $3,101+20.9% | $2,704+38.7% | $4,742-20.9% |
| Participant deferral / active EE | $4,485 | $4,534-1.1% | $3,814+17.6% | $6,401-29.9% |
| Admin fee / account holder | $847 | $4,590-81.5% | $3,228-73.8% | $11,431-92.6% |