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 | $24,664 | $96,558-74.5% | $80,977-69.5% | $273,972-91.0% |
| Participation rate | 81.8% | 79.1%+2.7pp | 75.8%+6.0pp | 83.0%-1.2pp |
| Annual return | 1.46% | 15.14%-13.7pp | 17.11%-15.6pp | 41.46%-40.0pp |
| Employer contribution / active EE | $1,759 | $4,869-63.9% | $3,715-52.6% | $4,869-63.9% |
| Participant deferral / active EE | $4,917 | $6,598-25.5% | $5,696-13.7% | $5,287-7.0% |
| Admin fee / account holder | $11,578 | $7,493+54.5% | $5,517+109.9% | $10,133+14.3% |