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 | $14,926 | $172,111-91.3% | $150,298-90.1% | $137,256-89.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | -62.35% | 69.37%-131.7pp | 62.79%-125.1pp | 220.34%-282.7pp |
| Employer contribution / active EE | $2,546 | $4,636-45.1% | $4,154-38.7% | $4,156-38.7% |
| Participant deferral / active EE | $1,680 | $6,166-72.7% | $5,453-69.2% | $6,407-73.8% |
| Admin fee / account holder | $337 | $16,471-98.0% | $14,116-97.6% | $12,270-97.3% |