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 | $3,327 | $100,811-96.7% | $86,698-96.2% | $134,545-97.5% |
| Participation rate | 0.0% | 79.0%-79.0pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -22.60% | 29.11%-51.7pp | 35.96%-58.6pp | 418.37%-441.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,305 | $10,926-78.9% | $7,492-69.2% | $11,431-79.8% |