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 | $8,606 | $92,684-90.7% | $82,706-89.6% | $134,509-93.6% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -13.80% | 945.84%-959.6pp | 701.76%-715.6pp | 418.13%-431.9pp |
| Employer contribution / active EE | $57,883 | $3,272+1669.2% | $3,007+1824.6% | $4,741+1121.0% |
| Participant deferral / active EE | $120,364 | $4,800+2407.6% | $4,394+2639.5% | $6,400+1780.6% |
| Admin fee / account holder | $2,415 | $5,982-59.6% | $5,329-54.7% | $11,427-78.9% |