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 | $32,242 | $100,970-68.1% | $96,576-66.6% | $137,256-76.5% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 18.72% | 38.16%-19.4pp | 38.47%-19.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,781 | $3,809-27.0% | $3,553-21.7% | $4,156-33.1% |
| Participant deferral / active EE | $12,642 | $8,286+52.6% | $7,956+58.9% | $6,407+97.3% |
| Admin fee / account holder | $4,882 | $11,312-56.8% | $11,381-57.1% | $12,270-60.2% |