Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $196,001 | $160,028+22.5% | $147,080+33.3% | $145,884+34.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.08% | 98.60%-83.5pp | 420.17%-405.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $4,935 | $5,286-6.6% | $4,9330% | $4,662+5.8% |
| Participant deferral / active EE | $8,963 | $8,422+6.4% | $8,066+11.1% | $6,690+34.0% |
| Admin fee / account holder | $32,148 | $15,030+113.9% | $12,989+147.5% | $13,392+140.1% |