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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,621 | $183,592-71.9% | $155,574-66.8% | $145,877-64.6% |
| Participation rate | 56.3% | 82.7%-26.4pp | 78.2%-22.0pp | 80.3%-24.1pp |
| Annual return | 13.27% | 61.37%-48.1pp | 64.87%-51.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,527 | $5,317-71.3% | $4,676-67.3% | $4,663-67.3% |
| Participant deferral / active EE | $6,753 | $6,466+4.4% | $5,629+20.0% | $6,691+0.9% |
| Admin fee / account holder | $558 | $19,316-97.1% | $15,914-96.5% | $13,402-95.8% |