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 | $31,050 | $107,368-71.1% | $92,915-66.6% | $152,909-79.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.59% | 145.64%-127.1pp | 109.45%-90.9pp | 345.46%-326.9pp |
| Employer contribution / active EE | $2,205 | $4,222-47.8% | $3,653-39.7% | $4,764-53.7% |
| Participant deferral / active EE | $8,303 | $4,848+71.3% | $4,238+95.9% | $5,851+41.9% |
| Admin fee / account holder | $6,722 | $7,082-5.1% | $5,796+16.0% | $11,601-42.1% |