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 | $34,409 | $99,053-65.3% | $88,179-61.0% | $138,895-75.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.1%+10.9pp | 79.9%+0.1pp |
| Annual return | 10.16% | 78.17%-68.0pp | 64.97%-54.8pp | 145.39%-135.2pp |
| Employer contribution / active EE | $3,601 | $2,882+24.9% | $2,549+41.2% | $4,194-14.2% |
| Participant deferral / active EE | $7,194 | $5,225+37.7% | $4,614+55.9% | $6,396+12.5% |
| Admin fee / account holder | $6,389 | $8,748-27.0% | $7,673-16.7% | $12,562-49.1% |