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.
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 | $4,233 | $180,749-97.7% | $160,784-97.4% | $137,256-96.9% |
| Participation rate | 84.6% | 80.0%+4.6pp | 77.0%+7.7pp | 80.0%+4.7pp |
| Annual return | 20.28% | 2234.46%-2214.2pp | 1803.92%-1783.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,757 | $4,155-57.7% | $3,733-52.9% | $4,156-57.7% |
| Participant deferral / active EE | $5,266 | $6,844-23.1% | $6,293-16.3% | $6,407-17.8% |
| Admin fee / account holder | $714 | $10,397-93.1% | $9,717-92.7% | $12,270-94.2% |