Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,745 | $100,139-72.3% | $85,187-67.4% | $145,884-81.0% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 15.89% | 84.15%-68.3pp | 66.67%-50.8pp | 551.85%-536.0pp |
| Employer contribution / active EE | $162,228 | $3,238+4910.2% | $2,732+5837.2% | $4,662+3379.6% |
| Participant deferral / active EE | $246,006 | $5,296+4545.5% | $4,525+5336.7% | $6,690+3577.4% |
| Admin fee / account holder | $4,096 | $7,262-43.6% | $6,162-33.5% | $13,392-69.4% |