Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,358 | $99,921-80.6% | $85,009-77.2% | $145,959-86.7% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 12.05% | 83.89%-71.8pp | 66.47%-54.4pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,410 | $3,233-56.4% | $2,728-48.3% | $4,661-69.8% |
| Participant deferral / active EE | $1,678 | $5,293-68.3% | $4,522-62.9% | $6,689-74.9% |
| Admin fee / account holder | $5,866 | $7,252-19.1% | $6,153-4.7% | $13,398-56.2% |