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 | $29,248 | $93,124-68.6% | $77,100-62.1% | $134,545-78.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.91% | 62.68%-76.6pp | 42.35%-56.3pp | 418.37%-432.3pp |
| Employer contribution / active EE | $7,602 | $3,421+122.2% | $2,815+170.1% | $4,742+60.3% |
| Participant deferral / active EE | $11,209 | $5,242+113.8% | $4,430+153.1% | $6,401+75.1% |
| Admin fee / account holder | $2,123 | $6,970-69.5% | $5,443-61.0% | $11,431-81.4% |