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 | $3,152 | $124,980-97.5% | $108,359-97.1% | $154,746-98.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 7.11% | 45.00%-37.9pp | 36.89%-29.8pp | 172.34%-165.2pp |
| Employer contribution / active EE | $774 | $2,851-72.8% | $2,399-67.7% | $4,379-82.3% |
| Participant deferral / active EE | $1,549 | $4,743-67.4% | $4,137-62.6% | $6,730-77.0% |
| Admin fee / account holder | $3,194 | $11,502-72.2% | $9,741-67.2% | $14,365-77.8% |