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 | $28,635 | $54,355-47.3% | $82,744-65.4% | $68,486-58.2% |
| Participation rate | 89.1% | 63.9%+25.1pp | 72.6%+16.5pp | 67.9%+21.2pp |
| Annual return | -10.43% | -13.67%+3.2pp | 702.22%-712.6pp | -7.85%-2.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,469 | $4,397-43.8% | $5,325-53.6% | $5,404-54.3% |