Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,410 | $112,729-97.0% | $98,716-96.5% | $137,256-97.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.23% | 38.48%-28.3pp | 31.81%-21.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,049 | $2,725-61.5% | $2,279-54.0% | $4,156-74.8% |
| Participant deferral / active EE | $2,927 | $4,640-36.9% | $4,048-27.7% | $6,407-54.3% |
| Admin fee / account holder | $2,444 | $10,129-75.9% | $8,703-71.9% | $12,270-80.1% |