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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,204 | $162,136-68.4% | $152,301-66.4% | $154,746-66.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.03% | 91.02%-84.0pp | 80.50%-73.5pp | 172.34%-165.3pp |
| Employer contribution / active EE | $9,726 | $4,890+98.9% | $4,624+110.3% | $4,379+122.1% |
| Participant deferral / active EE | $24,137 | $8,341+189.4% | $8,004+201.6% | $6,730+258.6% |
| Admin fee / account holder | $64,267 | $15,759+307.8% | $14,398+346.4% | $14,365+347.4% |