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 | $53,082 | $67,396-21.2% | $60,919-12.9% | $134,545-60.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.37% | 50.12%-62.5pp | 16.96%-29.3pp | 418.37%-430.7pp |
| Employer contribution / active EE | $5,260 | $3,101+69.6% | $2,704+94.6% | $4,742+10.9% |
| Participant deferral / active EE | $7,693 | $4,534+69.7% | $3,814+101.7% | $6,401+20.2% |
| Admin fee / account holder | $564 | $4,590-87.7% | $3,228-82.5% | $11,431-95.1% |