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 | $27,838 | $172,111-83.8% | $150,298-81.5% | $137,256-79.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 11.42% | 69.37%-58.0pp | 62.79%-51.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $3,059 | $4,636-34.0% | $4,154-26.4% | $4,156-26.4% |
| Participant deferral / active EE | $4,921 | $6,166-20.2% | $5,453-9.8% | $6,407-23.2% |
| Admin fee / account holder | $11,868 | $16,471-27.9% | $14,116-15.9% | $12,270-3.3% |