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 | $82,833 | $126,661-34.6% | $113,397-27.0% | $138,895-40.4% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 9.51% | 25.05%-15.5pp | 23.20%-13.7pp | 145.39%-135.9pp |
| Employer contribution / active EE | $13,730 | $3,456+297.3% | $2,977+361.2% | $4,194+227.4% |
| Participant deferral / active EE | $30,735 | $5,693+439.9% | $5,076+505.4% | $6,396+380.5% |
| Admin fee / account holder | $99,214 | $14,549+581.9% | $11,957+729.8% | $12,562+689.8% |