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 | $244,412 | $199,109+22.8% | $173,730+40.7% | $154,746+57.9% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.6%+5.0pp | 80.7%+3.9pp |
| Annual return | 5.01% | 20.02%-15.0pp | 19.96%-14.9pp | 172.34%-167.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $26,918 | $20,916+28.7% | $17,523+53.6% | $14,365+87.4% |