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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,440 | $153,769-55.5% | $133,975-48.9% | $273,972-75.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.52% | 36.51%-29.0pp | 29.29%-21.8pp | 41.46%-33.9pp |
| Employer contribution / active EE | $760 | $6,029-87.4% | $5,211-85.4% | $4,869-84.4% |
| Participant deferral / active EE | $3,957 | $6,958-43.1% | $6,282-37.0% | $5,287-25.2% |
| Admin fee / account holder | $8,967 | $11,765-23.8% | $9,324-3.8% | $10,133-11.5% |