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 | $165,778 | $183,539-9.7% | $155,556+6.6% | $145,897+13.6% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 12.33% | 61.31%-49.0pp | 64.84%-52.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $50,623 | $5,315+852.4% | $4,675+982.7% | $4,663+985.7% |
| Participant deferral / active EE | $58,034 | $6,467+797.4% | $5,631+930.6% | $6,689+767.6% |
| Admin fee / account holder | $123,429 | $19,275+540.4% | $15,885+677.0% | $13,390+821.8% |