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 | $36,235 | $93,598-61.3% | $135,974-73.4% | $75,173-51.8% |
| Participation rate | 77.4% | 75.2%+2.2pp | 81.9%-4.5pp | 67.2%+10.2pp |
| Annual return | -8.28% | 30.89%-39.2pp | 68.30%-76.6pp | 160.72%-169.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,791 | $6,978-74.3% | $10,767-83.4% | $5,651-68.3% |