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 | $5,507 | $108,897-94.9% | $100,378-94.5% | $145,877-96.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 58.17%-44.9pp | 49.41%-36.2pp | 551.28%-538.0pp |
| Employer contribution / active EE | $7,034 | $4,420+59.1% | $3,942+78.4% | $4,663+50.9% |
| Participant deferral / active EE | $9,434 | $8,455+11.6% | $8,087+16.7% | $6,691+41.0% |
| Admin fee / account holder | $740 | $9,690-92.4% | $7,899-90.6% | $13,402-94.5% |