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 | $112,729-96.4% | $98,716-95.9% | $137,256-97.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.00% | 38.48%-22.5pp | 31.81%-15.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $5,086 | $2,725+86.6% | $2,279+123.2% | $4,156+22.4% |
| Participant deferral / active EE | $16,399 | $4,640+253.4% | $4,048+305.1% | $6,407+156.0% |
| Admin fee / account holder | $18,539 | $10,129+83.0% | $8,703+113.0% | $12,270+51.1% |