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 | $7,528 | $117,846-93.6% | $102,434-92.7% | $145,884-94.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.02% | 31.90%-14.9pp | 29.46%-12.4pp | 551.85%-534.8pp |
| Employer contribution / active EE | $10,940 | $3,615+202.7% | $3,023+261.9% | $4,662+134.6% |
| Participant deferral / active EE | $61,562 | $5,733+973.7% | $5,055+1117.9% | $6,690+820.3% |
| Admin fee / account holder | $45,181 | $13,356+238.3% | $9,462+377.5% | $13,392+237.4% |