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 | $12,565 | $88,754-85.8% | $81,820-84.6% | $145,877-91.4% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 9.05% | 1031.77%-1022.7pp | 777.93%-768.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $8,508 | $3,085+175.8% | $2,915+191.9% | $4,663+82.5% |
| Participant deferral / active EE | $20,540 | $4,648+341.9% | $4,323+375.2% | $6,691+207.0% |
| Admin fee / account holder | $49,109 | $8,424+483.0% | $7,391+564.5% | $13,402+266.4% |