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 | $41,373 | $91,911-55.0% | $68,612-39.7% | $135,380-69.4% |
| Participation rate | 90.9% | 76.7%+14.2pp | 72.2%+18.7pp | 82.6%+8.3pp |
| Annual return | 0.72% | -8.22%+8.9pp | -4.63%+5.4pp | 519.81%-519.1pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,655 | $9,240-71.3% | $5,131-48.3% | $10,828-75.5% |