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 | $28,484 | $86,701-67.1% | $73,309-61.1% | $125,388-77.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.51% | 2.78%-5.3pp | 5.67%-8.2pp | 282.24%-284.7pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $10,000 | $5,549+80.2% | $4,991+100.4% | $5,352+86.9% |
| Admin fee / account holder | $5,990 | $7,768-22.9% | $5,635+6.3% | $9,541-37.2% |