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 | $89,733 | $88,603+1.3% | $69,890+28.4% | $134,545-33.3% |
| Participation rate | 71.4% | 74.9%-3.5pp | 70.5%+0.9pp | 81.2%-9.8pp |
| Annual return | -16.40% | 442.93%-459.3pp | 190.84%-207.2pp | 418.37%-434.8pp |
| Employer contribution / active EE | $950 | $3,236-70.6% | $2,560-62.9% | $4,742-80.0% |
| Participant deferral / active EE | $3,947 | $4,771-17.3% | $3,848+2.6% | $6,401-38.3% |
| Admin fee / account holder | $13,034 | $10,443+24.8% | $6,267+108.0% | $11,431+14.0% |