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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $372,673 | $176,786+110.8% | $146,643+154.1% | $167,536+122.4% |
| Participation rate | 28.6% | 83.6%-55.1pp | 80.1%-51.5pp | 82.1%-53.5pp |
| Annual return | 13.35% | 24.04%-10.7pp | 22.75%-9.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $10,816 | $5,161+109.6% | $4,137+161.5% | $4,839+123.5% |
| Participant deferral / active EE | $10,462 | $6,440+62.4% | $5,506+90.0% | $6,342+65.0% |
| Admin fee / account holder | $24,557 | $13,262+85.2% | $10,280+138.9% | $12,315+99.4% |