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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,233 | $97,125+4.2% | $86,233+17.4% | $137,256-26.2% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 11.08% | 74.19%-63.1pp | 61.39%-50.3pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,898 | $2,841+2.0% | $2,504+15.7% | $4,156-30.3% |
| Participant deferral / active EE | $21,625 | $5,180+317.5% | $4,559+374.3% | $6,407+237.5% |
| Admin fee / account holder | $19,512 | $9,725+100.6% | $8,342+133.9% | $12,270+59.0% |