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 | $5,053 | $100,203-95.0% | $85,240-94.1% | $145,897-96.5% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 8.84% | 84.28%-75.4pp | 66.75%-57.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,095 | $3,242-66.2% | $2,735-60.0% | $4,663-76.5% |
| Participant deferral / active EE | $3,270 | $5,299-38.3% | $4,527-27.8% | $6,689-51.1% |
| Admin fee / account holder | $2,670 | $7,265-63.3% | $6,165-56.7% | $13,390-80.1% |