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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $401,244 | $523,242-23.3% | $482,648-16.9% | $352,355+13.9% |
| Participation rate | 100.0% | 100.0%0pp | 96.8%+3.2pp | 89.9%+10.1pp |
| Annual return | 26.05% | -20.76%+46.8pp | -20.55%+46.6pp | 910.77%-884.7pp |
| Employer contribution / active EE | $0 | $9,451-100.0% | $9,004-100.0% | $9,649-100.0% |
| Participant deferral / active EE | $0 | $9,846-100.0% | $9,178-100.0% | $6,422-100.0% |
| Admin fee / account holder | $16,056 | $18,777-14.5% | $17,473-8.1% | $32,261-50.2% |