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 | $73,656 | $88,710-17.0% | $81,783-9.9% | $145,959-49.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.49% | 1027.26%-1018.8pp | 775.05%-766.6pp | 561.95%-553.5pp |
| Employer contribution / active EE | $2,945 | $3,083-4.5% | $2,913+1.1% | $4,661-36.8% |
| Participant deferral / active EE | $1,432 | $4,645-69.2% | $4,320-66.9% | $6,689-78.6% |
| Admin fee / account holder | $9,317 | $8,407+10.8% | $7,380+26.2% | $13,398-30.5% |