Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,812 | $111,787-52.8% | $93,681-43.6% | $145,978-63.8% |
| Participation rate | 95.8% | 74.2%+21.6pp | 68.7%+27.1pp | 80.3%+15.5pp |
| Annual return | 18.76% | 203.52%-184.8pp | 133.47%-114.7pp | 550.52%-531.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,947 | $10,256-22.5% | $8,290-4.1% | $13,400-40.7% |