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 | $50,472 | $202,342-75.1% | $172,752-70.8% | $152,897-67.0% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.5%-9.1pp |
| Annual return | 18.65% | 1029.83%-1011.2pp | 802.97%-784.3pp | 345.43%-326.8pp |
| Employer contribution / active EE | $96 | $5,858-98.4% | $5,144-98.1% | $4,764-98.0% |
| Participant deferral / active EE | $4,614 | $5,948-22.4% | $5,198-11.2% | $5,851-21.1% |
| Admin fee / account holder | $10,290 | $17,111-39.9% | $13,955-26.3% | $11,599-11.3% |