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 | $5,844 | $138,312-95.8% | $122,979-95.2% | $155,188-96.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 2.00% | 22.06%-20.1pp | 20.12%-18.1pp | 148.84%-146.8pp |
| Employer contribution / active EE | $3,971 | $3,530+12.5% | $3,062+29.7% | $4,248-6.5% |
| Participant deferral / active EE | $5,400 | $5,592-3.4% | $5,003+7.9% | $6,531-17.3% |
| Admin fee / account holder | $257,758 | $15,089+1608.2% | $12,864+1903.7% | $14,480+1680.1% |