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 | $3,348 | $185,908-98.2% | $146,866-97.7% | - |
| Participation rate | 0.0% | 70.0%-70.0pp | 82.5%-82.5pp | - |
| Annual return | 0.01% | 8.07%-8.1pp | 102.85%-102.8pp | - |
| Employer contribution / active EE | $0 | $3,749-100.0% | $4,425-100.0% | - |
| Participant deferral / active EE | $0 | $6,765-100.0% | $7,759-100.0% | - |
| Admin fee / account holder | $35,409 | $12,909+174.3% | $13,620+160.0% | - |