Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,418 | $177,156-86.8% | $147,027-84.1% | $154,746-84.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 19.50% | 21.94%-2.4pp | 20.23%-0.7pp | 172.34%-152.8pp |
| Employer contribution / active EE | $3,925 | $4,336-9.5% | $3,626+8.2% | $4,379-10.4% |
| Participant deferral / active EE | $5,887 | $5,797+1.6% | $4,933+19.3% | $6,730-12.5% |
| Admin fee / account holder | $356 | $14,904-97.6% | $12,223-97.1% | $14,365-97.5% |