Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.)
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 | $23,022 | $154,228-85.1% | $145,433-84.2% | $137,256-83.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.02% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | -$387 | $4,804-108.1% | $4,554-108.5% | $4,156-109.3% |
| Participant deferral / active EE | $9,412 | $8,216+14.5% | $7,897+19.2% | $6,407+46.9% |
| Admin fee / account holder | $12,839 | $14,344-10.5% | $13,129-2.2% | $12,270+4.6% |