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 | $43,008 | $51,631-16.7% | $129,397-66.8% | $80,925-46.9% |
| Participation rate | 92.3% | 56.9%+35.4pp | 69.6%+22.7pp | 67.7%+24.6pp |
| Annual return | 12.72% | 20.77%-8.1pp | 9453.98%-9441.3pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,931 | $4,309+153.7% | $7,679+42.3% | $6,940+57.5% |