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 | $63,311 | $105,866-40.2% | $90,766-30.2% | $134,545-52.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.35% | -10.99%-7.4pp | -12.16%-6.2pp | 418.37%-436.7pp |
| Employer contribution / active EE | $24,907 | $3,464+619.1% | $2,922+752.5% | $4,742+425.3% |
| Participant deferral / active EE | $15,394 | $5,217+195.1% | $4,565+237.2% | $6,401+140.5% |
| Admin fee / account holder | $1,052 | $13,938-92.4% | $8,446-87.5% | $11,431-90.8% |