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 | $83,066 | $83,337-0.3% | $67,834+22.5% | $273,972-69.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 2.45% | 259.45%-257.0pp | 138.47%-136.0pp | 41.46%-39.0pp |
| Employer contribution / active EE | $1,320 | $3,287-59.8% | $2,403-45.1% | $4,869-72.9% |
| Participant deferral / active EE | $1,320 | $4,088-67.7% | $3,160-58.2% | $5,287-75.0% |
| Admin fee / account holder | $932 | $6,752-86.2% | $4,622-79.8% | $10,133-90.8% |