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 | $45,145 | $140,944-68.0% | $112,236-59.8% | $139,427-67.6% |
| Participation rate | 0.0% | 79.2%-79.2pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | -2.40% | 32.71%-35.1pp | 30.20%-32.6pp | 373.27%-375.7pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $5,876-100.0% | $4,799-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,841 | $9,954-71.5% | $7,749-63.3% | $11,404-75.1% |