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 | $59,526 | $160,040-62.8% | $147,096-59.5% | $145,877-59.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.71% | 98.49%-91.8pp | 419.75%-413.0pp | 551.28%-544.6pp |
| Employer contribution / active EE | $158,922 | $5,289+2904.5% | $4,936+3119.7% | $4,663+3308.2% |
| Participant deferral / active EE | $129,953 | $8,429+1441.8% | $8,071+1510.1% | $6,691+1842.3% |
| Admin fee / account holder | $8,018 | $15,050-46.7% | $13,005-38.3% | $13,402-40.2% |