Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,343 | $100,203-97.7% | $85,240-97.3% | $145,897-98.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.04% | 84.28%-80.2pp | 66.75%-62.7pp | 552.29%-548.3pp |
| Employer contribution / active EE | $1,369 | $3,242-57.8% | $2,735-50.0% | $4,663-70.6% |
| Participant deferral / active EE | $5,365 | $5,299+1.3% | $4,527+18.5% | $6,689-19.8% |
| Admin fee / account holder | $975 | $7,265-86.6% | $6,165-84.2% | $13,390-92.7% |