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 | $25,665 | $58,234-55.9% | $81,783-68.6% | $80,874-68.3% |
| Participation rate | 96.7% | 63.4%+33.2pp | 72.4%+24.3pp | 67.6%+29.0pp |
| Annual return | 14.01% | 41.70%-27.7pp | 775.05%-761.0pp | 35.62%-21.6pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $456 | $4,982-90.8% | $7,380-93.8% | $6,935-93.4% |