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 | $81,168 | $100,811-19.5% | $86,698-6.4% | $134,545-39.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.85% | 29.11%-45.0pp | 35.96%-51.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $32,185 | $3,490+822.2% | $2,837+1034.5% | $4,742+578.8% |
| Participant deferral / active EE | $56,682 | $5,339+961.6% | $4,656+1117.3% | $6,401+785.5% |
| Admin fee / account holder | $20,510 | $10,926+87.7% | $7,492+173.8% | $11,431+79.4% |