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 | $8,477 | $88,778-90.5% | $81,844-89.6% | $145,884-94.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.10% | 1033.03%-1027.9pp | 778.87%-773.8pp | 551.85%-546.7pp |
| Employer contribution / active EE | $3,597 | $3,087+16.5% | $2,916+23.3% | $4,662-22.8% |
| Participant deferral / active EE | $1,683 | $4,648-63.8% | $4,323-61.1% | $6,690-74.8% |
| Admin fee / account holder | $10,933 | $8,430+29.7% | $7,355+48.6% | $13,392-18.4% |