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.
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 | $16,646 | $95,601-82.6% | $77,183-78.4% | $139,456-88.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.18% | 54.96%-42.8pp | 37.89%-25.7pp | 373.45%-361.3pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,717 | $4,623-19.6% | $3,833-3.0% | $6,711-44.6% |
| Admin fee / account holder | $7,839 | $8,302-5.6% | $5,475+43.2% | $11,407-31.3% |