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 | $45,100 | $84,464-46.6% | $61,399-26.5% | $134,509-66.5% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -14.95% | 585.06%-600.0pp | 338.81%-353.8pp | 418.13%-433.1pp |
| Employer contribution / active EE | $34,551 | $1,545+2136.9% | $1,159+2880.0% | $4,741+628.8% |
| Participant deferral / active EE | $60,060 | $2,818+2031.3% | $2,124+2727.2% | $6,400+838.4% |
| Admin fee / account holder | $10,968 | $2,587+323.9% | $2,131+414.7% | $11,427-4.0% |