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 | $38,770 | $64,311-39.7% | $57,356-32.4% | $125,389-69.1% |
| Participation rate | 90.9% | 78.6%+12.3pp | 75.1%+15.8pp | 83.2%+7.7pp |
| Annual return | 2.37% | 25.14%-22.8pp | 24.41%-22.0pp | 282.24%-279.9pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,617 | $5,243+83.4% | $3,357+186.5% | $9,541+0.8% |