Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,037 | $160,028-83.7% | $147,080-82.3% | $145,884-82.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 17.89% | 98.60%-80.7pp | 420.17%-402.3pp | 551.85%-534.0pp |
| Employer contribution / active EE | $31,854 | $5,286+502.6% | $4,933+545.7% | $4,662+583.2% |
| Participant deferral / active EE | $30,381 | $8,422+260.7% | $8,066+276.6% | $6,690+354.1% |
| Admin fee / account holder | $9,922 | $15,030-34.0% | $12,989-23.6% | $13,392-25.9% |