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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,326 | $49,072-64.7% | $8,071+114.7% | $49,072-64.7% |
| Participation rate | 80.8% | 45.2%+35.6pp | 83.2%-2.4pp | 45.2%+35.6pp |
| Annual return | 4.31% | 3.71%+0.6pp | 18.67%-14.4pp | 3.71%+0.6pp |
| Employer contribution / active EE | $0 | $6,412-100.0% | $0 | $6,412-100.0% |
| Participant deferral / active EE | $0 | $8,647-100.0% | $453-100.0% | $8,647-100.0% |
| Admin fee / account holder | $1,201 | $634+89.3% | $607+97.8% | $634+89.3% |