Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,205 | $97,125-86.4% | $86,233-84.7% | $137,256-90.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.02% | 74.19%-58.2pp | 61.39%-45.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $306 | $2,841-89.2% | $2,504-87.8% | $4,156-92.6% |
| Participant deferral / active EE | $15,579 | $5,180+200.8% | $4,559+241.7% | $6,407+143.2% |
| Admin fee / account holder | $2,459 | $9,725-74.7% | $8,342-70.5% | $12,270-80.0% |