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 | $62,675 | $151,473-58.6% | $153,500-59.2% | - |
| Participation rate | 0.0% | 67.4%-67.4pp | 77.1%-77.1pp | - |
| Annual return | 14.04% | 14.12%-0.1pp | 15.70%-1.7pp | - |
| Employer contribution / active EE | $0 | $2,538-100.0% | $5,039-100.0% | - |
| Participant deferral / active EE | $0 | $4,234-100.0% | $6,756-100.0% | - |
| Admin fee / account holder | $32,406 | $25,249+28.3% | $12,736+154.4% | - |