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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $132,798 | $110,410+20.3% | $102,437+29.6% | $145,897-9.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.84% | 24.85%-15.0pp | 24.95%-15.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $711 | $4,217-83.1% | $3,871-81.6% | $4,663-84.8% |
| Participant deferral / active EE | $3,737 | $5,622-33.5% | $5,060-26.1% | $6,689-44.1% |
| Admin fee / account holder | $94,307 | $9,745+867.7% | $8,388+1024.3% | $13,390+604.3% |