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 | $59,551 | $197,637-69.9% | $177,848-66.5% | $158,982-62.5% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.7%-62.7pp | 82.0%-57.0pp |
| Annual return | 13.85% | 58.77%-44.9pp | 48.33%-34.5pp | 302.99%-289.1pp |
| Employer contribution / active EE | $4,155 | $6,698-38.0% | $5,919-29.8% | $4,763-12.8% |
| Participant deferral / active EE | $5,618 | $8,405-33.2% | $7,714-27.2% | $5,983-6.1% |
| Admin fee / account holder | $10,621 | $15,406-31.1% | $12,431-14.6% | $11,252-5.6% |