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 | $37,476 | $27,639+35.6% | $61,501-39.1% | $68,490-45.3% |
| Participation rate | 94.3% | 39.5%+54.8pp | 52.6%+41.7pp | 67.9%+26.4pp |
| Annual return | -15.95% | -13.19%-2.8pp | 339.04%-355.0pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,520 | $2,012-24.5% | $2,132-28.7% | $5,403-71.9% |