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 | $64,416 | $90,397-28.7% | $76,002-15.2% | $145,959-55.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.18% | 621.97%-614.8pp | 360.07%-352.9pp | 561.95%-554.8pp |
| Employer contribution / active EE | $4,046 | $3,317+22.0% | $2,688+50.5% | $4,661-13.2% |
| Participant deferral / active EE | $5,051 | $5,163-2.2% | $4,257+18.7% | $6,689-24.5% |
| Admin fee / account holder | $11,277 | $8,369+34.7% | $6,414+75.8% | $13,398-15.8% |