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.)
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 | $15,765 | $142,409-88.9% | $119,634-86.8% | $134,545-88.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.15% | -12.46%+12.6pp | -14.98%+15.1pp | 418.37%-418.2pp |
| Employer contribution / active EE | $5,350 | $5,224+2.4% | $4,232+26.4% | $4,742+12.8% |
| Participant deferral / active EE | $1,200 | $6,468-81.4% | $5,601-78.6% | $6,401-81.3% |
| Admin fee / account holder | $407 | $13,594-97.0% | $10,329-96.1% | $11,431-96.4% |