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 | $152,026 | $110,410+37.7% | $102,437+48.4% | $145,897+4.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.13% | 24.85%-16.7pp | 24.95%-16.8pp | 552.29%-544.2pp |
| Employer contribution / active EE | $4,309 | $4,217+2.2% | $3,871+11.3% | $4,663-7.6% |
| Participant deferral / active EE | $23,963 | $5,622+326.3% | $5,060+373.6% | $6,689+258.2% |
| Admin fee / account holder | $48,832 | $9,745+401.1% | $8,388+482.2% | $13,390+264.7% |