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 | $197,148 | $202,463-2.6% | $169,397+16.4% | $139,487+41.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 8.82% | 532.64%-523.8pp | 406.23%-397.4pp | 373.84%-365.0pp |
| Employer contribution / active EE | $15,020 | $4,694+220.0% | $4,013+274.3% | $4,755+215.9% |
| Participant deferral / active EE | $17,211 | $6,941+148.0% | $6,223+176.6% | $6,713+156.4% |
| Admin fee / account holder | $4,521 | $10,726-57.9% | $9,017-49.9% | $11,407-60.4% |