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.)
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 | $9,118 | $185,905-95.1% | $170,057-94.6% | $139,487-93.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.60% | 60.56%-44.0pp | 53.42%-36.8pp | 373.84%-357.2pp |
| Employer contribution / active EE | $65,000 | $7,597+755.6% | $6,790+857.2% | $4,755+1267.1% |
| Participant deferral / active EE | $94,445 | $11,627+712.3% | $10,411+807.2% | $6,713+1307.0% |
| Admin fee / account holder | $2,557 | $15,397-83.4% | $12,826-80.1% | $11,407-77.6% |