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.
Participant 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 | $164,100 | $211,288-22.3% | $178,540-8.1% | $145,884+12.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.46% | 30.27%-20.8pp | 27.15%-17.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $975 | $4,574-78.7% | $3,953-75.3% | $4,662-79.1% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $53,611 | $12,105+342.9% | $10,424+414.3% | $13,392+300.3% |