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 | $7,656 | $142,430-94.6% | $115,170-93.4% | $152,885-95.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 24.84% | 41.48%-16.6pp | 35.60%-10.8pp | 345.39%-320.6pp |
| Employer contribution / active EE | $2,355 | $4,011-41.3% | $3,179-25.9% | $4,763-50.6% |
| Participant deferral / active EE | $10,697 | $5,165+107.1% | $4,169+156.6% | $5,851+82.8% |
| Admin fee / account holder | $465 | $8,464-94.5% | $7,089-93.4% | $11,598-96.0% |