Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,818 | $100,970-92.3% | $96,576-91.9% | $137,256-94.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.09% | 38.16%-19.1pp | 38.47%-19.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,929 | $3,809+29.4% | $3,553+38.7% | $4,156+18.6% |
| Participant deferral / active EE | $6,625 | $8,286-20.0% | $7,956-16.7% | $6,407+3.4% |
| Admin fee / account holder | $1,738 | $11,312-84.6% | $11,381-84.7% | $12,270-85.8% |