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 | $42,577 | $171,867-75.2% | $149,721-71.6% | $147,586-71.2% |
| Participation rate | 0.0% | 88.2%-88.2pp | 87.1%-87.1pp | 82.8%-82.8pp |
| Annual return | 15.84% | 2113.36%-2097.5pp | 1501.67%-1485.8pp | 578.59%-562.8pp |
| Employer contribution / active EE | $19,907 | $6,275+217.3% | $5,444+265.7% | $4,876+308.2% |
| Participant deferral / active EE | $30,261 | $7,270+316.2% | $6,568+360.7% | $5,439+456.4% |
| Admin fee / account holder | $2,816 | $13,799-79.6% | $11,282-75.0% | $10,886-74.1% |