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 | $11,033 | $133,998-91.8% | $112,263-90.2% | $134,545-91.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.78% | 47.17%-62.0pp | 27.49%-42.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,659 | $4,040-58.9% | $3,636-54.4% | $4,742-65.0% |
| Participant deferral / active EE | $64 | $5,292-98.8% | $4,729-98.6% | $6,401-99.0% |
| Admin fee / account holder | $588 | $7,493-92.2% | $6,410-90.8% | $11,431-94.9% |