Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,783 | $134,817-97.2% | $123,973-96.9% | $155,188-97.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 19.82% | 515.49%-495.7pp | 388.13%-368.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $4,084 | $4,425-7.7% | $4,126-1.0% | $4,248-3.8% |
| Participant deferral / active EE | $3,996 | $5,706-30.0% | $5,247-23.8% | $6,531-38.8% |
| Admin fee / account holder | $1,276 | $13,245-90.4% | $11,799-89.2% | $14,480-91.2% |