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 | $142,132 | $106,864+33.0% | $147,318-3.5% | $82,637+72.0% |
| Participation rate | 89.7% | 75.5%+14.1pp | 82.1%+7.6pp | 68.1%+21.6pp |
| Annual return | 11.80% | 27.49%-15.7pp | 70.43%-58.6pp | 53.51%-41.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $65,507 | $8,415+678.5% | $13,708+377.9% | $7,339+792.6% |