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 | $70,699 | $105,960-33.3% | $81,726-13.5% | $158,982-55.5% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.0%-72.0pp | 82.0%-82.0pp |
| Annual return | 9.24% | 38.19%-29.0pp | 29.49%-20.3pp | 302.99%-293.8pp |
| Employer contribution / active EE | $5,446 | $7,805-30.2% | $4,311+26.3% | $4,763+14.3% |
| Participant deferral / active EE | $17,271 | $13,011+32.7% | $7,108+143.0% | $5,983+188.6% |
| Admin fee / account holder | $21,686 | $8,494+155.3% | $5,160+320.3% | $11,252+92.7% |