Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.)
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 | $465 | $138,114-99.7% | $125,391-99.6% | $134,545-99.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -35.70% | 750.88%-786.6pp | 572.41%-608.1pp | 418.37%-454.1pp |
| Employer contribution / active EE | $2,476 | $5,246-52.8% | $4,816-48.6% | $4,742-47.8% |
| Participant deferral / active EE | $2,668 | $7,801-65.8% | $7,448-64.2% | $6,401-58.3% |
| Admin fee / account holder | $344 | $11,570-97.0% | $10,009-96.6% | $11,431-97.0% |