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 | $67,271 | $299,959-77.6% | $185,849-63.8% | - |
| Participation rate | 34.3% | 61.2%-26.9pp | 81.7%-47.4pp | - |
| Annual return | 11.41% | 9.80%+1.6pp | 122.10%-110.7pp | - |
| Employer contribution / active EE | $0 | $1,731-100.0% | $5,169-100.0% | - |
| Participant deferral / active EE | $0 | $2,385-100.0% | $5,569-100.0% | - |
| Admin fee / account holder | $11,940 | $47,864-75.1% | $16,244-26.5% | - |