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 | $39,064 | $102,245-61.8% | $89,340-56.3% | $137,256-71.5% |
| Participation rate | 0.0% | 74.9%-74.9pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 17.84% | 21.89%-4.1pp | 20.57%-2.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $560 | $8,085-93.1% | $6,704-91.6% | $12,270-95.4% |