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.
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 | $122,984 | $133,308-7.7% | $133,308-7.7% | $380,063-67.6% |
| Participation rate | 100.0% | 13.3%+86.7pp | 11.8%+88.2pp | 27.7%+72.3pp |
| Annual return | 10.29% | 7.20%+3.1pp | 7.44%+2.8pp | 15.59%-5.3pp |
| Employer contribution / active EE | $0 | $33,615-100.0% | $30,790-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $189-100.0% | $640-100.0% | $83-100.0% |
| Admin fee / account holder | $19,468 | $16,084+21.0% | $16,084+21.0% | $21,009-7.3% |