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 | $15,981 | $85,171-81.2% | $172,753-90.7% | $72,976-78.1% |
| Participation rate | 86.1% | 70.1%+16.0pp | 82.6%+3.5pp | 69.5%+16.6pp |
| Annual return | 20.34% | 27.32%-7.0pp | 803.00%-782.7pp | 81.02%-60.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,623 | $5,880-72.4% | $13,956-88.4% | $5,124-68.3% |