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 | $58,377 | $107,353-45.6% | $92,903-37.2% | $152,885-61.8% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.5%-82.5pp |
| Annual return | 24.34% | 145.62%-121.3pp | 109.43%-85.1pp | 345.39%-321.0pp |
| Employer contribution / active EE | $46,390 | $4,222+998.8% | $3,653+1169.9% | $4,763+873.9% |
| Participant deferral / active EE | $175,944 | $4,848+3529.6% | $4,238+4051.8% | $5,851+2907.2% |
| Admin fee / account holder | $2,281 | $7,081-67.8% | $5,795-60.6% | $11,598-80.3% |