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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,100 | $94,749-98.8% | $112,899-99.0% | $139,456-99.2% |
| Participation rate | 75.0% | 81.3%-6.3pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 6.30% | 40.92%-34.6pp | 34.11%-27.8pp | 373.45%-367.2pp |
| Employer contribution / active EE | $0 | $4,630-100.0% | $4,566-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,488 | $6,517-46.5% | $6,516-46.5% | $6,711-48.0% |
| Admin fee / account holder | $334 | $8,530-96.1% | $7,047-95.3% | $11,407-97.1% |