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 | $166,180 | $159,978+3.9% | $147,041+13.0% | $145,978+13.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.87% | 98.36%-90.5pp | 419.21%-411.3pp | 550.52%-542.6pp |
| Employer contribution / active EE | $22,071 | $5,288+317.4% | $4,935+347.2% | $4,662+373.4% |
| Participant deferral / active EE | $15,250 | $8,429+80.9% | $8,071+89.0% | $6,690+128.0% |
| Admin fee / account holder | $3,463 | $15,053-77.0% | $13,006-73.4% | $13,400-74.2% |