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.
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 | $6,055 | $127,387-95.2% | $115,038-94.7% | $125,389-95.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.55% | 31.28%-39.8pp | 26.14%-34.7pp | 282.24%-290.8pp |
| Employer contribution / active EE | $4,940 | $5,166-4.4% | $4,608+7.2% | $4,866+1.5% |
| Participant deferral / active EE | $20,538 | $6,423+219.8% | $6,026+240.8% | $5,352+283.8% |
| Admin fee / account holder | $996 | $9,516-89.5% | $8,175-87.8% | $9,541-89.6% |