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 | $31,255 | $252,813-87.6% | $227,928-86.3% | $428,746-92.7% |
| Participation rate | 100.0% | 92.6%+7.4pp | 90.5%+9.5pp | 88.2%+11.8pp |
| Annual return | -57.51% | 2.59%-60.1pp | 2.99%-60.5pp | 331.92%-389.4pp |
| Employer contribution / active EE | $0 | $9,687-100.0% | $8,629-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $5,282-100.0% | $5,154-100.0% | $5,961-100.0% |
| Admin fee / account holder | $7,136 | $14,812-51.8% | $13,437-46.9% | $31,735-77.5% |