Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $228,491 | $201,372+13.5% | $184,260+24.0% | $145,884+56.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 16.78% | 29.04%-12.3pp | 28.84%-12.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $82,757 | $7,024+1078.3% | $6,427+1187.5% | $4,662+1675.0% |
| Participant deferral / active EE | $145,622 | $9,808+1384.8% | $9,133+1494.5% | $6,690+2076.8% |
| Admin fee / account holder | $154,938 | $16,362+846.9% | $13,898+1014.8% | $13,392+1057.0% |