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 | $15,896 | $156,398-89.8% | $147,318-89.2% | $138,895-88.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.11% | 78.75%-69.6pp | 70.43%-61.3pp | 145.39%-136.3pp |
| Employer contribution / active EE | $3,651 | $4,853-24.8% | $4,593-20.5% | $4,194-12.9% |
| Participant deferral / active EE | $3,387 | $8,237-58.9% | $7,906-57.2% | $6,396-47.0% |
| Admin fee / account holder | $17,273 | $14,976+15.3% | $13,708+26.0% | $12,562+37.5% |