Sign up free to preview peer percentile detail
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 | $1,922 | $198,217-99.0% | $94,057-98.0% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 73.3%-73.3pp | - |
| Annual return | 5.23% | 9.45%-4.2pp | 480.62%-475.4pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $2,933-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $4,709-100.0% | - |
| Admin fee / account holder | $2,047 | $27,022-92.4% | $7,244-71.8% | - |