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 | $236,427 | $77,920+203.4% | $149,723+57.9% | $75,177+214.5% |
| Participation rate | 77.9% | 65.6%+12.3pp | 78.8%-0.9pp | 67.2%+10.7pp |
| Annual return | 4.77% | 31.72%-27.0pp | 134.50%-129.7pp | 160.75%-156.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,645 | $5,951-38.7% | $13,215-72.4% | $5,651-35.5% |