Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $139,767 | $96,956+44.2% | $69,779+100.3% | $273,972-49.0% |
| Participation rate | 88.2% | 77.1%+11.2pp | 71.8%+16.4pp | 83.0%+5.2pp |
| Annual return | -2.70% | 12.93%-15.6pp | 12.99%-15.7pp | 41.46%-44.2pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $28,483 | $7,934+259.0% | $4,381+550.2% | $10,133+181.1% |