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 | $35,044 | $117,895-70.3% | $102,460-65.8% | $145,897-76.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.47% | 31.92%-23.5pp | 29.47%-21.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $13,838 | $3,619+282.4% | $3,025+357.4% | $4,663+196.8% |
| Participant deferral / active EE | $10,114 | $5,736+76.3% | $5,056+100.0% | $6,689+51.2% |
| Admin fee / account holder | $12,479 | $13,353-6.5% | $9,460+31.9% | $13,390-6.8% |