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.
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 | $48,343 | $160,070-69.8% | $147,117-67.1% | $145,897-66.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.00% | 98.69%-81.7pp | 420.54%-403.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $20,723 | $5,285+292.2% | $4,932+320.1% | $4,663+344.5% |
| Participant deferral / active EE | $233 | $8,419-97.2% | $8,065-97.1% | $6,689-96.5% |
| Admin fee / account holder | $674 | $15,035-95.5% | $12,993-94.8% | $13,390-95.0% |