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 | $53,821 | $175,231-69.3% | $149,696-64.0% | $139,466-61.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.38% | 166.77%-161.4pp | 134.46%-129.1pp | 373.66%-368.3pp |
| Employer contribution / active EE | $33,147 | $5,478+505.1% | $4,821+587.6% | $4,754+597.3% |
| Participant deferral / active EE | $22,500 | $6,521+245.0% | $5,682+296.0% | $6,712+235.2% |
| Admin fee / account holder | $2,380 | $16,155-85.3% | $13,212-82.0% | $11,409-79.1% |