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 | $10,699 | $225,673-95.3% | $203,872-94.8% | $155,188-93.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 14.08% | 95.91%-81.8pp | 85.11%-71.0pp | 148.84%-134.8pp |
| Employer contribution / active EE | $1,115 | $4,099-72.8% | $3,757-70.3% | $4,248-73.8% |
| Participant deferral / active EE | $3,339 | $6,893-51.6% | $6,388-47.7% | $6,531-48.9% |
| Admin fee / account holder | $886 | $12,327-92.8% | $11,730-92.4% | $14,480-93.9% |