Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,639 | $132,634-95.0% | $115,768-94.3% | $137,256-95.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 10.55% | 160.70%-150.1pp | 100.46%-89.9pp | 220.34%-209.8pp |
| Employer contribution / active EE | $21,384 | $3,360+536.5% | $2,940+627.4% | $4,156+414.5% |
| Participant deferral / active EE | $78,104 | $5,619+1290.1% | $4,917+1488.5% | $6,407+1119.1% |
| Admin fee / account holder | $84,473 | $15,028+462.1% | $12,439+579.1% | $12,270+588.4% |