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 | $57,727 | $99,011-41.7% | $86,582-33.3% | $147,586-60.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.54% | 1312.75%-1304.2pp | 965.08%-956.5pp | 578.59%-570.1pp |
| Employer contribution / active EE | $2,401 | $3,132-23.3% | $2,839-15.4% | $4,876-50.8% |
| Participant deferral / active EE | $1,382 | $3,972-65.2% | $3,609-61.7% | $5,439-74.6% |
| Admin fee / account holder | $18,742 | $5,709+228.3% | $4,904+282.2% | $10,886+72.2% |