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 | $13,490 | $108,942-87.6% | $100,415-86.6% | $145,897-90.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.40% | 58.27%-48.9pp | 49.47%-40.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,339 | $4,422-69.7% | $3,943-66.0% | $4,663-71.3% |
| Participant deferral / active EE | $6,696 | $8,461-20.9% | $8,091-17.2% | $6,689+0.1% |
| Admin fee / account holder | $29,180 | $9,702+200.8% | $7,906+269.1% | $13,390+117.9% |