Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,219 | $129,737-92.9% | $119,126-92.3% | $154,746-94.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 8.96% | 379.08%-370.1pp | 282.11%-273.2pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,407 | $4,375-67.8% | $4,034-65.1% | $4,379-67.9% |
| Participant deferral / active EE | $2,479 | $5,842-57.6% | $5,318-53.4% | $6,730-63.2% |
| Admin fee / account holder | $6,469 | $11,961-45.9% | $10,693-39.5% | $14,365-55.0% |