Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.)
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 | $41,696 | $202,342-79.4% | $172,752-75.9% | $152,897-72.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.33% | 1029.83%-1014.5pp | 802.97%-787.6pp | 345.43%-330.1pp |
| Employer contribution / active EE | $2,491 | $5,858-57.5% | $5,144-51.6% | $4,764-47.7% |
| Participant deferral / active EE | $1,800 | $5,948-69.7% | $5,198-65.4% | $5,851-69.2% |
| Admin fee / account holder | $30,093 | $17,111+75.9% | $13,955+115.6% | $11,599+159.4% |