Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,010 | $124,980-96.8% | $108,359-96.3% | $154,746-97.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.00% | 45.00%-29.0pp | 36.89%-20.9pp | 172.34%-156.3pp |
| Employer contribution / active EE | $5,086 | $2,851+78.4% | $2,399+112.0% | $4,379+16.1% |
| Participant deferral / active EE | $16,399 | $4,743+245.8% | $4,137+296.4% | $6,730+143.7% |
| Admin fee / account holder | $18,539 | $11,502+61.2% | $9,741+90.3% | $14,365+29.1% |