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 | $99,064 | $148,629-33.3% | $135,982-27.1% | $139,487-29.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.58% | 79.33%-68.8pp | 68.32%-57.7pp | 373.84%-363.3pp |
| Employer contribution / active EE | $31,590 | $5,247+502.1% | $4,859+550.1% | $4,755+564.4% |
| Participant deferral / active EE | $25,183 | $8,102+210.8% | $7,760+224.5% | $6,713+275.2% |
| Admin fee / account holder | $84,320 | $12,406+579.6% | $10,767+683.1% | $11,407+639.2% |