Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $96,122 | $176,688-45.6% | $130,660-26.4% | $152,885-37.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 128.47% | 2693.08%-2564.6pp | 1709.29%-1580.8pp | 345.39%-216.9pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $146,722 | $7,131+1957.5% | $5,463+2585.7% | $11,598+1165.1% |