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 | $45,760 | $84,628-45.9% | $61,501-25.6% | $134,545-66.0% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -19.75% | 585.61%-605.4pp | 339.04%-358.8pp | 418.37%-438.1pp |
| Employer contribution / active EE | $1,694 | $1,545+9.7% | $1,160+46.1% | $4,742-64.3% |
| Participant deferral / active EE | $14,472 | $2,819+413.4% | $2,125+581.1% | $6,401+126.1% |
| Admin fee / account holder | $2,942 | $2,587+13.7% | $2,132+38.0% | $11,431-74.3% |