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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,431 | $49,255-60.6% | $70,494-72.4% | $79,856-75.7% |
| Participation rate | 10.3% | 69.2%-58.9pp | 75.1%-64.8pp | 69.6%-59.3pp |
| Annual return | -7.10% | 30.10%-37.2pp | 109.16%-116.3pp | 31.71%-38.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $9,108 | $2,879+216.4% | $3,848+136.7% | $5,306+71.6% |