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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,794 | $215,361-92.2% | $171,082-90.2% | $273,972-93.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.07% | 25.14%-19.1pp | 32.56%-26.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $7,615 | $4,967+53.3% | $4,002+90.3% | $4,869+56.4% |
| Participant deferral / active EE | $15,524 | $5,543+180.0% | $4,797+223.6% | $5,287+193.6% |
| Admin fee / account holder | $7,452 | $10,846-31.3% | $8,520-12.5% | $10,133-26.5% |