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 | $17,957 | $93,055-80.7% | $153,643-88.3% | $80,935-77.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 13.10% | 19.97%-6.9pp | 15.71%-2.6pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $3,504-100.0% | $5,039-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $5,172-100.0% | $6,754-100.0% | $4,299-100.0% |
| Admin fee / account holder | $592 | $8,881-93.3% | $12,739-95.4% | $6,924-91.4% |