Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,639 | $70,366-93.4% | $66,674-93.0% | $138,895-96.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | -49.83% | 386.41%-436.2pp | 321.24%-371.1pp | 145.39%-195.2pp |
| Employer contribution / active EE | $10,577 | $2,765+282.5% | $2,620+303.7% | $4,194+152.2% |
| Participant deferral / active EE | $15,379 | $4,374+251.6% | $4,084+276.6% | $6,396+140.4% |
| Admin fee / account holder | $10,060 | $5,262+91.2% | $5,098+97.3% | $12,562-19.9% |