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 | $43,622 | $65,712-33.6% | $57,196-23.7% | $273,972-84.1% |
| Participation rate | 93.8% | 78.3%+15.4pp | 75.3%+18.4pp | 83.0%+10.7pp |
| Annual return | 0.60% | 22.01%-21.4pp | 14.59%-14.0pp | 41.46%-40.9pp |
| Employer contribution / active EE | $8,375 | $3,280+155.3% | $2,683+212.2% | $4,869+72.0% |
| Participant deferral / active EE | $4,142 | $3,782+9.5% | $3,096+33.8% | $5,287-21.7% |
| Admin fee / account holder | $2,303 | $4,838-52.4% | $3,141-26.7% | $10,133-77.3% |