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 | $3,235 | $160,028-98.0% | $147,080-97.8% | $145,884-97.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.68% | 98.60%-78.9pp | 420.17%-400.5pp | 551.85%-532.2pp |
| Employer contribution / active EE | $6,262 | $5,286+18.5% | $4,933+26.9% | $4,662+34.3% |
| Participant deferral / active EE | $11,682 | $8,422+38.7% | $8,066+44.8% | $6,690+74.6% |
| Admin fee / account holder | $37,363 | $15,030+148.6% | $12,989+187.7% | $13,392+179.0% |