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 | $47,136 | $166,268-71.7% | $165,100-71.5% | $145,897-67.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.59% | 100.52%-88.9pp | 70.21%-58.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $23,698 | $5,284+348.5% | $4,348+445.0% | $4,663+408.2% |
| Participant deferral / active EE | $55,684 | $6,964+699.6% | $6,035+822.6% | $6,689+732.4% |
| Admin fee / account holder | $15,156 | $16,659-9.0% | $12,696+19.4% | $13,390+13.2% |