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 | $3,274 | $180,329-98.2% | $112,249-97.1% | - |
| Participation rate | 0.0% | 66.3%-66.3pp | 75.1%-75.1pp | - |
| Annual return | -9.40% | -16.34%+6.9pp | 27.48%-36.9pp | - |
| Employer contribution / active EE | $0 | $2,897-100.0% | $3,636-100.0% | - |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,729-100.0% | - |
| Admin fee / account holder | $27,906 | $20,035+39.3% | $6,412+335.2% | - |