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 | $29,177 | $97,289-70.0% | $92,805-68.6% | $155,188-81.2% |
| Participation rate | 33.3% | 84.2%-50.8pp | 83.5%-50.2pp | 80.8%-47.5pp |
| Annual return | 17.42% | 29.03%-11.6pp | 31.59%-14.2pp | 148.84%-131.4pp |
| Employer contribution / active EE | $15,965 | $3,632+339.6% | $3,424+366.2% | $4,248+275.8% |
| Participant deferral / active EE | $27,081 | $8,795+207.9% | $8,448+220.6% | $6,531+314.6% |
| Admin fee / account holder | $16,760 | $12,015+39.5% | $10,911+53.6% | $14,480+15.7% |