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 | $30,139 | $175,259-82.8% | $149,723-79.9% | $139,487-78.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.29% | 166.82%-164.5pp | 134.50%-132.2pp | 373.84%-371.6pp |
| Employer contribution / active EE | $2,790 | $5,478-49.1% | $4,821-42.1% | $4,755-41.3% |
| Participant deferral / active EE | $17,630 | $6,522+170.3% | $5,682+210.2% | $6,713+162.6% |
| Admin fee / account holder | $4,167 | $16,158-74.2% | $13,215-68.5% | $11,407-63.5% |