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 | $121,874 | $124,336-2.0% | $111,303+9.5% | $167,518-27.2% |
| Participation rate | 20.0% | 79.6%-59.6pp | 77.3%-57.3pp | 82.1%-62.1pp |
| Annual return | 13.47% | 37.45%-24.0pp | 54.66%-41.2pp | 478.71%-465.2pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $865 | $10,623-91.9% | $7,966-89.1% | $12,312-93.0% |