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 | $134,556-8.6% | $134,556-8.6% | $328,120-62.5% |
| Participation rate | 100.0% | 16.7%+83.3pp | 15.4%+84.6pp | 34.1%+65.9pp |
| Annual return | 10.29% | 8.43%+1.9pp | 8.50%+1.8pp | 13.02%-2.7pp |
| Employer contribution / active EE | $0 | $31,363-100.0% | $29,758-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $236-100.0% | $538-100.0% | $62-100.0% |
| Admin fee / account holder | $19,468 | $8,606+126.2% | $8,606+126.2% | $39,117-50.2% |