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 | $37,781 | $76,368-50.5% | $67,681-44.2% | $154,746-75.6% |
| Participation rate | 75.0% | 79.0%-4.0pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 8.25% | 1066.77%-1058.5pp | 590.58%-582.3pp | 172.34%-164.1pp |
| Employer contribution / active EE | $11,617 | $3,151+268.6% | $2,678+333.7% | $4,379+165.3% |
| Participant deferral / active EE | $10,506 | $4,824+117.8% | $3,976+164.3% | $6,730+56.1% |
| Admin fee / account holder | $4,267 | $8,559-50.2% | $6,100-30.0% | $14,365-70.3% |