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 | $47,457 | $167,362-71.6% | $143,799-67.0% | $134,532-64.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -18.47% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,964 | $5,620-47.3% | $4,952-40.1% | $4,741-37.5% |
| Participant deferral / active EE | $16,643 | $6,447+158.1% | $5,638+195.2% | $6,401+160.0% |
| Admin fee / account holder | $3,354 | $18,094-81.5% | $14,677-77.1% | $11,429-70.6% |