Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $58,375 | $123,155-52.6% | $108,753-46.3% | $155,188-62.4% |
| Participation rate | 0.0% | 75.6%-75.6pp | 71.1%-71.1pp | 80.8%-80.8pp |
| Annual return | 15.81% | 44.73%-28.9pp | 37.47%-21.7pp | 148.84%-133.0pp |
| Employer contribution / active EE | $8,839 | $2,811+214.4% | $2,427+264.2% | $4,248+108.1% |
| Participant deferral / active EE | $44,087 | $4,623+853.6% | $4,115+971.4% | $6,531+575.0% |
| Admin fee / account holder | $44,453 | $12,126+266.6% | $10,320+330.8% | $14,480+207.0% |