Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.)
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 | $40,242 | $72,446-44.5% | $67,561-40.4% | $145,877-72.4% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 8.63% | 7211.98%-7203.4pp | 3525.44%-3516.8pp | 551.28%-542.7pp |
| Employer contribution / active EE | $390 | $3,072-87.3% | $2,735-85.8% | $4,663-91.6% |
| Participant deferral / active EE | $390 | $4,785-91.9% | $4,003-90.3% | $6,691-94.2% |
| Admin fee / account holder | $4,292 | $5,541-22.5% | $4,006+7.2% | $13,402-68.0% |