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 | $65,044 | $124,187-47.6% | $108,410-40.0% | $167,518-61.2% |
| Participation rate | 85.7% | 82.3%+3.4pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 9.53% | 1379.80%-1370.3pp | 905.34%-895.8pp | 478.71%-469.2pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,562-100.0% | $6,342-100.0% |
| Admin fee / account holder | $970 | $9,456-89.7% | $7,296-86.7% | $12,312-92.1% |