Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $134,764 | $181,062-25.6% | $158,223-14.8% | $155,188-13.2% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 19.09% | 57.39%-38.3pp | 52.09%-33.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $12,576 | $4,565+175.5% | $4,109+206.1% | $4,248+196.1% |
| Participant deferral / active EE | $57,462 | $6,134+836.7% | $5,467+951.1% | $6,531+779.8% |
| Admin fee / account holder | $4,703 | $18,825-75.0% | $16,047-70.7% | $14,480-67.5% |