Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,092 | $100,895-94.0% | $90,430-93.3% | $158,950-96.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 34.97% | 1725.54%-1690.6pp | 1293.73%-1258.8pp | 302.91%-267.9pp |
| Employer contribution / active EE | $6,042 | $3,689+63.8% | $3,262+85.2% | $4,762+26.9% |
| Participant deferral / active EE | $24,754 | $4,347+469.4% | $3,963+524.7% | $5,983+313.8% |
| Admin fee / account holder | $1,584 | $6,505-75.6% | $5,613-71.8% | $11,248-85.9% |