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 | $129,649 | $185,905-30.3% | $170,057-23.8% | $139,487-7.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.67% | 60.56%-48.9pp | 53.42%-41.7pp | 373.84%-362.2pp |
| Employer contribution / active EE | $965 | $7,597-87.3% | $6,790-85.8% | $4,755-79.7% |
| Participant deferral / active EE | $4,186 | $11,627-64.0% | $10,411-59.8% | $6,713-37.6% |
| Admin fee / account holder | $4,373 | $15,397-71.6% | $12,826-65.9% | $11,407-61.7% |