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 | $54,024 | $100,811-46.4% | $86,698-37.7% | $134,545-59.8% |
| Participation rate | 0.0% | 79.0%-79.0pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -6.38% | 29.11%-35.5pp | 35.96%-42.3pp | 418.37%-424.7pp |
| Employer contribution / active EE | $15,556 | $3,490+345.7% | $2,837+448.3% | $4,742+228.1% |
| Participant deferral / active EE | $3,253 | $5,339-39.1% | $4,656-30.1% | $6,401-49.2% |
| Admin fee / account holder | $16,278 | $10,926+49.0% | $7,492+117.3% | $11,431+42.4% |