Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,178 | $169,356-94.6% | $129,406-92.9% | $145,897-93.7% |
| Participation rate | 42.9% | 76.5%-33.7pp | 69.6%-26.8pp | 80.3%-37.4pp |
| Annual return | 12.69% | 14418.62%-14405.9pp | 9468.18%-9455.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,413 | $9,915-5.1% | $7,689+22.4% | $13,390-29.7% |