Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,086 | $227,399-88.5% | $189,758-86.3% | $198,609-86.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.17% | 61.03%-41.9pp | 52.62%-33.5pp | 202.70%-183.5pp |
| Employer contribution / active EE | $7,889 | $5,526+42.8% | $4,767+65.5% | $5,055+56.1% |
| Participant deferral / active EE | $33,807 | $6,837+394.5% | $5,856+477.3% | $6,977+384.6% |
| Admin fee / account holder | $2,936 | $25,162-88.3% | $20,388-85.6% | $19,030-84.6% |