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 | $20,542 | $72,071-71.5% | $68,368-70.0% | $137,256-85.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 7.18% | 353.14%-346.0pp | 292.57%-285.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,378 | $2,788-50.6% | $2,649-48.0% | $4,156-66.9% |
| Participant deferral / active EE | $1,680 | $4,410-61.9% | $4,123-59.3% | $6,407-73.8% |
| Admin fee / account holder | $4,146 | $5,336-22.3% | $5,150-19.5% | $12,270-66.2% |