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 | $115,707 | $111,814+3.5% | $103,374+11.9% | $145,959-20.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.94% | 24.77%-18.8pp | 24.89%-18.9pp | 561.95%-556.0pp |
| Employer contribution / active EE | $5,325 | $4,214+26.4% | $3,869+37.6% | $4,661+14.2% |
| Participant deferral / active EE | $29,990 | $5,618+433.8% | $5,058+493.0% | $6,689+348.4% |
| Admin fee / account holder | $67,437 | $9,754+591.4% | $8,394+703.4% | $13,398+403.3% |