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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,049 | $124,425-96.7% | $112,040-96.4% | $137,256-97.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.21% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $563 | $3,411-83.5% | $2,954-80.9% | $4,156-86.5% |
| Participant deferral / active EE | $2,826 | $5,718-50.6% | $5,098-44.6% | $6,407-55.9% |
| Admin fee / account holder | $52,684 | $15,207+246.5% | $12,098+335.5% | $12,270+329.4% |