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 | $15,080 | $90,397-83.3% | $76,002-80.2% | $145,959-89.7% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.1%+12.7pp | 80.3%+1.5pp |
| Annual return | 11.70% | 621.97%-610.3pp | 360.07%-348.4pp | 561.95%-550.3pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,163-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,382 | $8,369-71.5% | $6,414-62.9% | $13,398-82.2% |