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 | $110,438 | $96,678+14.2% | $86,640+27.5% | $139,466-20.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.28% | 106.69%-96.4pp | 592.52%-582.2pp | 373.66%-363.4pp |
| Employer contribution / active EE | $4,310 | $3,265+32.0% | $3,024+42.5% | $4,754-9.3% |
| Participant deferral / active EE | $1,250 | $4,837-74.2% | $4,438-71.8% | $6,712-81.4% |
| Admin fee / account holder | $2,066 | $6,410-67.8% | $5,616-63.2% | $11,409-81.9% |