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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,207 | $76,368-87.9% | $67,681-86.4% | $154,746-94.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 73.7%-73.7pp | 80.7%-80.7pp |
| Annual return | -45.21% | 1066.77%-1112.0pp | 590.58%-635.8pp | 172.34%-217.5pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $697 | $8,559-91.9% | $6,100-88.6% | $14,365-95.1% |