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.
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 | $6,347 | $88,778-92.9% | $81,844-92.2% | $145,884-95.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.90% | 1033.03%-1029.1pp | 778.87%-775.0pp | 551.85%-547.9pp |
| Employer contribution / active EE | $6,179 | $3,087+100.1% | $2,916+111.9% | $4,662+32.5% |
| Participant deferral / active EE | $10,509 | $4,648+126.1% | $4,323+143.1% | $6,690+57.1% |
| Admin fee / account holder | $1,768 | $8,430-79.0% | $7,355-76.0% | $13,392-86.8% |