Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,096 | $180,749-99.4% | $160,784-99.3% | $137,256-99.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 29.15% | 2234.46%-2205.3pp | 1803.92%-1774.8pp | 220.34%-191.2pp |
| Employer contribution / active EE | $4,191 | $4,155+0.9% | $3,733+12.3% | $4,156+0.8% |
| Participant deferral / active EE | $4,356 | $6,844-36.4% | $6,293-30.8% | $6,407-32.0% |
| Admin fee / account holder | $1,118 | $10,397-89.2% | $9,717-88.5% | $12,270-90.9% |