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 | $3,774 | $96,691-96.1% | $86,656-95.6% | $139,487-97.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.39% | 106.87%-92.5pp | 593.09%-578.7pp | 373.84%-359.5pp |
| Employer contribution / active EE | $2,123 | $3,267-35.0% | $3,025-29.8% | $4,755-55.3% |
| Participant deferral / active EE | $3,114 | $4,838-35.6% | $4,439-29.9% | $6,713-53.6% |
| Admin fee / account holder | $2,912 | $6,414-54.6% | $5,619-48.2% | $11,407-74.5% |