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 | $17,580 | $114,047-84.6% | $96,144-81.7% | $167,497-89.5% |
| Participation rate | 55.6% | 75.1%-19.5pp | 68.4%-12.9pp | 82.1%-26.6pp |
| Annual return | 12.16% | 189.89%-177.7pp | 191.96%-179.8pp | 478.62%-466.5pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $5,477 | $6,897-20.6% | $5,537-1.1% | $12,310-55.5% |