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 | $71,349 | $154,754-53.9% | $124,206-42.6% | $138,895-48.6% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.6%-9.6pp | 79.9%-19.9pp |
| Annual return | 11.11% | 709.28%-698.2pp | 515.27%-504.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $2,246 | $4,446-49.5% | $3,540-36.6% | $4,194-46.5% |
| Participant deferral / active EE | $8,422 | $4,621+82.3% | $3,968+112.3% | $6,396+31.7% |
| Admin fee / account holder | $11,556 | $6,690+72.7% | $5,929+94.9% | $12,562-8.0% |