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 | $62,804 | $117,829-46.7% | $102,423-38.7% | $145,877-56.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 9.84% | 31.83%-22.0pp | 29.42%-19.6pp | 551.28%-541.4pp |
| Employer contribution / active EE | $22,063 | $3,615+510.4% | $3,023+629.8% | $4,663+373.2% |
| Participant deferral / active EE | $36,806 | $5,732+542.1% | $5,054+628.2% | $6,691+450.1% |
| Admin fee / account holder | $95,771 | $13,335+618.2% | $9,455+913.0% | $13,402+614.6% |