Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,173 | $68,097-64.5% | $62,929-61.6% | $137,256-82.4% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 47.95% | 1859.11%-1811.2pp | 1063.93%-1016.0pp | 220.34%-172.4pp |
| Employer contribution / active EE | $49,872 | $2,811+1674.1% | $2,505+1891.2% | $4,156+1100.0% |
| Participant deferral / active EE | $149,295 | $4,553+3179.4% | $3,888+3739.6% | $6,407+2230.3% |
| Admin fee / account holder | $634 | $6,521-90.3% | $5,065-87.5% | $12,270-94.8% |