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 | $52,380 | $96,508-45.7% | $75,901-31.0% | $152,897-65.7% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.3%-69.3pp | 82.5%-82.5pp |
| Annual return | 19.94% | 33.99%-14.0pp | 30.76%-10.8pp | 345.43%-325.5pp |
| Employer contribution / active EE | $21,527 | $3,310+550.3% | $2,501+760.8% | $4,764+351.9% |
| Participant deferral / active EE | $25,904 | $4,554+468.9% | $3,603+618.9% | $5,851+342.7% |
| Admin fee / account holder | $4,702 | $8,081-41.8% | $5,420-13.3% | $11,599-59.5% |