Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,089 | $96,678-97.8% | $86,640-97.6% | $139,466-98.5% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 16.87% | 106.69%-89.8pp | 592.52%-575.7pp | 373.66%-356.8pp |
| Employer contribution / active EE | $1,894 | $3,265-42.0% | $3,024-37.4% | $4,754-60.2% |
| Participant deferral / active EE | $2,071 | $4,837-57.2% | $4,438-53.3% | $6,712-69.1% |
| Admin fee / account holder | $890 | $6,410-86.1% | $5,616-84.1% | $11,409-92.2% |