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.
Participant 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 | $37,542 | $73,518-48.9% | $63,003-40.4% | $147,585-74.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.01% | 175.46%-157.5pp | 87.59%-69.6pp | 578.57%-560.6pp |
| Employer contribution / active EE | $10,373 | $3,322+212.2% | $2,760+275.8% | $4,876+112.7% |
| Participant deferral / active EE | $520 | $4,183-87.6% | $3,329-84.4% | $5,439-90.4% |
| Admin fee / account holder | $798 | $5,952-86.6% | $3,600-77.8% | $10,885-92.7% |