Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,280 | $167,362-96.8% | $143,799-96.3% | $134,532-96.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.70% | 0.47%-20.2pp | -0.04%-19.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $5,094 | $5,620-9.4% | $4,952+2.9% | $4,741+7.4% |
| Participant deferral / active EE | $9,462 | $6,447+46.8% | $5,638+67.8% | $6,401+47.8% |
| Admin fee / account holder | $2,532 | $18,094-86.0% | $14,677-82.7% | $11,429-77.8% |