Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $37,345 | $99,647-62.5% | $86,439-56.8% | $134,509-72.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.26% | 6784.13%-6804.4pp | 4395.55%-4415.8pp | 418.13%-438.4pp |
| Employer contribution / active EE | $2,383 | $4,401-45.8% | $3,769-36.8% | $4,741-49.7% |
| Participant deferral / active EE | $19,296 | $7,246+166.3% | $6,952+177.6% | $6,400+201.5% |
| Admin fee / account holder | $6,068 | $8,373-27.5% | $6,732-9.9% | $11,427-46.9% |