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.
Employer 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 | $19,717 | $69,248-71.5% | $64,101-69.2% | $139,466-85.9% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 14.34% | 45.95%-31.6pp | 33.72%-19.4pp | 373.66%-359.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,097 | $4,682+115.6% | $3,881+160.2% | $6,712+50.4% |
| Admin fee / account holder | $4,327 | $4,247+1.9% | $3,070+40.9% | $11,409-62.1% |