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 | $207,387 | $110,212+88.2% | $96,534+114.8% | $139,466+48.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 12.65% | 26.42%-13.8pp | 25.88%-13.2pp | 373.66%-361.0pp |
| Employer contribution / active EE | $56,529 | $3,620+1461.5% | $2,965+1806.2% | $4,754+1089.1% |
| Participant deferral / active EE | $34,899 | $5,547+529.1% | $4,851+619.4% | $6,712+420.0% |
| Admin fee / account holder | $30,505 | $11,599+163.0% | $8,253+269.6% | $11,409+167.4% |