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 | $8,276 | $93,117-91.1% | $77,096-89.3% | $134,532-93.8% |
| Participation rate | 86.7% | 74.5%+12.2pp | 67.9%+18.7pp | 81.2%+5.4pp |
| Annual return | -15.65% | 62.67%-78.3pp | 42.35%-58.0pp | 418.27%-433.9pp |
| Employer contribution / active EE | $2,620 | $3,420-23.4% | $2,814-6.9% | $4,741-44.7% |
| Participant deferral / active EE | $3,150 | $5,241-39.9% | $4,429-28.9% | $6,401-50.8% |
| Admin fee / account holder | $2,781 | $6,948-60.0% | $5,428-48.8% | $11,429-75.7% |