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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,298 | $80,855-82.3% | $153,416-90.7% | $86,983-83.6% |
| Participation rate | 97.7% | 64.1%+33.5pp | 74.3%+23.3pp | 69.5%+28.1pp |
| Annual return | 5.68% | 16.18%-10.5pp | 17.84%-12.2pp | 25.83%-20.1pp |
| Employer contribution / active EE | $0 | $2,308-100.0% | $3,764-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,333-100.0% | $4,723-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,713 | $6,908-60.7% | $13,095-79.3% | $7,856-65.5% |