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 | $208,135 | $154,228+35.0% | $145,433+43.1% | $137,256+51.6% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 17.16% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $310,620 | $4,804+6365.9% | $4,554+6720.1% | $4,156+7374.0% |
| Participant deferral / active EE | $234,087 | $8,216+2749.0% | $7,897+2864.1% | $6,407+3553.7% |
| Admin fee / account holder | $9,614 | $14,344-33.0% | $13,129-26.8% | $12,270-21.6% |