Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $53,188 | $110,039-51.7% | $97,260-45.3% | $145,884-63.5% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 10.90% | 244.44%-233.5pp | 75.54%-64.6pp | 551.85%-540.9pp |
| Employer contribution / active EE | $14,858 | $3,074+383.3% | $2,721+446.0% | $4,662+218.7% |
| Participant deferral / active EE | $42,722 | $4,674+814.1% | $4,262+902.5% | $6,690+538.6% |
| Admin fee / account holder | $52,764 | $6,204+750.5% | $5,640+835.6% | $13,392+294.0% |