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 | $13,334 | $156,398-91.5% | $147,318-90.9% | $138,895-90.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 13.56% | 78.75%-65.2pp | 70.43%-56.9pp | 145.39%-131.8pp |
| Employer contribution / active EE | $5,579 | $4,853+14.9% | $4,593+21.5% | $4,194+33.0% |
| Participant deferral / active EE | $10,773 | $8,237+30.8% | $7,906+36.3% | $6,396+68.4% |
| Admin fee / account holder | $3,273 | $14,976-78.1% | $13,708-76.1% | $12,562-73.9% |