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.
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.)
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 | $10,854 | $160,040-93.2% | $147,096-92.6% | $145,877-92.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.07% | 98.49%-92.4pp | 419.75%-413.7pp | 551.28%-545.2pp |
| Employer contribution / active EE | $2,856 | $5,289-46.0% | $4,936-42.1% | $4,663-38.8% |
| Participant deferral / active EE | $1,950 | $8,429-76.9% | $8,071-75.8% | $6,691-70.9% |
| Admin fee / account holder | $5,332 | $15,050-64.6% | $13,005-59.0% | $13,402-60.2% |