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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,958 | $176,120-75.6% | $159,487-73.1% | $167,553-74.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.58% | 331.95%-317.4pp | 263.71%-249.1pp | 478.89%-464.3pp |
| Employer contribution / active EE | $5,481 | $5,299+3.4% | $4,831+13.5% | $4,840+13.3% |
| Participant deferral / active EE | $1,631 | $7,752-79.0% | $7,354-77.8% | $6,343-74.3% |
| Admin fee / account holder | $10,558 | $12,561-15.9% | $10,804-2.3% | $12,316-14.3% |