Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,458 | $90,617-66.4% | $79,476-61.7% | $135,382-77.5% |
| Participation rate | 94.1% | 76.1%+18.1pp | 73.3%+20.8pp | 82.6%+11.5pp |
| Annual return | -3.30% | 977.57%-980.9pp | 718.21%-721.5pp | 519.77%-523.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $328 | $5,907-94.4% | $5,113-93.6% | $10,829-97.0% |