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 | $213,529 | $113,941+87.4% | $94,229+126.6% | $125,389+70.3% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | 4.08% | 5.29%-1.2pp | 10.68%-6.6pp | 282.24%-278.2pp |
| Employer contribution / active EE | $20,080 | $4,727+324.8% | $3,587+459.8% | $4,866+312.6% |
| Participant deferral / active EE | $19,198 | $5,179+270.7% | $4,320+344.4% | $5,352+258.7% |
| Admin fee / account holder | $13,291 | $8,392+58.4% | $6,269+112.0% | $9,541+39.3% |