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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,026 | $154,228-90.3% | $145,433-89.7% | $137,256-89.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.93% | 74.59%-60.7pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $5,327 | $4,804+10.9% | $4,554+17.0% | $4,156+28.2% |
| Participant deferral / active EE | $1,694 | $8,216-79.4% | $7,897-78.5% | $6,407-73.6% |
| Admin fee / account holder | $1,383 | $14,344-90.4% | $13,129-89.5% | $12,270-88.7% |