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 | $118,839 | $112,131+6.0% | $95,964+23.8% | $158,982-25.2% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | 13.15% | 171.19%-158.0pp | 91.64%-78.5pp | 302.99%-289.8pp |
| Employer contribution / active EE | $18,911 | $3,199+491.1% | $2,541+644.1% | $4,763+297.0% |
| Participant deferral / active EE | $35,481 | $4,784+641.6% | $4,167+751.5% | $5,983+493.0% |
| Admin fee / account holder | $16,070 | $10,136+58.5% | $6,797+136.4% | $11,252+42.8% |