Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,322 | $99,053-98.7% | $88,179-98.5% | $138,895-99.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 31.21% | 78.17%-47.0pp | 64.97%-33.8pp | 145.39%-114.2pp |
| Employer contribution / active EE | $2,391 | $2,882-17.1% | $2,549-6.2% | $4,194-43.0% |
| Participant deferral / active EE | $3,529 | $5,225-32.5% | $4,614-23.5% | $6,396-44.8% |
| Admin fee / account holder | $327 | $8,748-96.3% | $7,673-95.7% | $12,562-97.4% |