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 | $6,334 | $148,582-95.7% | $135,942-95.3% | $139,456-95.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.43% | 79.26%-55.8pp | 68.28%-44.8pp | 373.45%-350.0pp |
| Employer contribution / active EE | $10,894 | $5,245+107.7% | $4,858+124.3% | $4,753+129.2% |
| Participant deferral / active EE | $17,995 | $8,101+122.1% | $7,759+131.9% | $6,711+168.1% |
| Admin fee / account holder | $1,360 | $12,402-89.0% | $10,764-87.4% | $11,407-88.1% |