Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $47,708 | $115,225-58.6% | $100,712-52.6% | $138,895-65.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.26% | 40.35%-25.1pp | 33.27%-18.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $75,535 | $4,699+1507.4% | $4,085+1749.0% | $6,396+1080.9% |
| Admin fee / account holder | $14,988 | $10,844+38.2% | $9,256+61.9% | $12,562+19.3% |