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 | $109,859 | $119,351-8.0% | $101,347+8.4% | $382,429-71.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 71.9%+28.1pp | 87.7%+12.3pp |
| Annual return | 10.41% | -45.02%+55.4pp | -44.15%+54.6pp | 248.85%-238.4pp |
| Employer contribution / active EE | $0 | $1,987-100.0% | $1,685-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $2,526-100.0% | $2,328-100.0% | $5,727-100.0% |
| Admin fee / account holder | $1,483 | $3,547-58.2% | $3,532-58.0% | $30,732-95.2% |