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.)
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 | $39,517 | $70,121-43.6% | $63,803-38.1% | $138,895-71.5% |
| Participation rate | 75.0% | 77.2%-2.2pp | 72.7%+2.3pp | 79.9%-4.9pp |
| Annual return | 15.28% | 946.48%-931.2pp | 543.72%-528.4pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,396 | $4,535+41.0% | $3,843+66.4% | $6,3960% |
| Admin fee / account holder | $14,545 | $6,738+115.9% | $5,196+179.9% | $12,562+15.8% |