Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,140 | $157,276-82.1% | $141,177-80.1% | $152,885-81.6% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 18.68% | 64.33%-45.7pp | 71.40%-52.7pp | 345.39%-326.7pp |
| Employer contribution / active EE | $2,146 | $5,262-59.2% | $4,736-54.7% | $4,763-54.9% |
| Participant deferral / active EE | $11,534 | $7,110+62.2% | $6,710+71.9% | $5,851+97.1% |
| Admin fee / account holder | $2,933 | $12,123-75.8% | $10,263-71.4% | $11,598-74.7% |