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 | $21,094 | $95,188-77.8% | $76,518-72.4% | $135,380-84.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.64% | 4.85%-10.5pp | -0.27%-5.4pp | 519.81%-525.4pp |
| Employer contribution / active EE | $8,389 | $3,303+154.0% | $2,647+216.9% | $4,779+75.5% |
| Participant deferral / active EE | $9,315 | $4,640+100.8% | $3,836+142.9% | $5,609+66.1% |
| Admin fee / account holder | $2,552 | $6,249-59.2% | $4,849-47.4% | $10,828-76.4% |