Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,238 | $138,078-78.8% | $125,363-76.7% | $134,509-78.3% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -15.01% | 750.49%-765.5pp | 572.15%-587.2pp | 418.13%-433.1pp |
| Employer contribution / active EE | $97,385 | $5,245+1756.8% | $4,815+1922.7% | $4,741+1954.3% |
| Participant deferral / active EE | $275,458 | $7,800+3431.6% | $7,447+3598.9% | $6,400+4203.8% |
| Admin fee / account holder | $91,936 | $11,566+694.9% | $10,005+818.9% | $11,427+704.6% |