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 | $11,175 | $162,136-93.1% | $152,301-92.7% | $154,746-92.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.01% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $3,137 | $4,890-35.9% | $4,624-32.2% | $4,379-28.4% |
| Participant deferral / active EE | $4,164 | $8,341-50.1% | $8,004-48.0% | $6,730-38.1% |
| Admin fee / account holder | $929 | $15,759-94.1% | $14,398-93.5% | $14,365-93.5% |