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 | $40,244 | $90,607-55.6% | $79,467-49.4% | $135,380-70.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.87% | 977.74%-985.6pp | 718.30%-726.2pp | 519.81%-527.7pp |
| Employer contribution / active EE | $19,338 | $3,068+530.4% | $2,800+590.6% | $4,779+304.7% |
| Participant deferral / active EE | $13,266 | $4,050+227.5% | $3,704+258.2% | $5,609+136.5% |
| Admin fee / account holder | $464 | $5,895-92.1% | $5,104-90.9% | $10,828-95.7% |