Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,608 | $155,555-91.9% | $146,866-91.4% | $155,188-91.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.85% | 115.41%-97.6pp | 102.85%-85.0pp | 148.84%-131.0pp |
| Employer contribution / active EE | $2,299 | $4,647-50.5% | $4,425-48.0% | $4,248-45.9% |
| Participant deferral / active EE | $4,107 | $8,044-48.9% | $7,759-47.1% | $6,531-37.1% |
| Admin fee / account holder | $6,860 | $14,755-53.5% | $13,620-49.6% | $14,480-52.6% |