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 | $80,155 | $160,040-49.9% | $147,096-45.5% | $145,877-45.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.52% | 98.49%-87.0pp | 419.75%-408.2pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,101 | $5,289-79.2% | $4,936-77.7% | $4,663-76.4% |
| Participant deferral / active EE | $1,376 | $8,429-83.7% | $8,071-83.0% | $6,691-79.4% |
| Admin fee / account holder | $35,051 | $15,050+132.9% | $13,005+169.5% | $13,402+161.5% |