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 | $315,273 | $154,193+104.5% | $130,045+142.4% | $139,466+126.1% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 19.22% | 32.51%-13.3pp | -137.30%+156.5pp | 373.66%-354.4pp |
| Employer contribution / active EE | $20,184 | $5,292+281.4% | $4,321+367.1% | $4,754+324.6% |
| Participant deferral / active EE | $15,545 | $6,709+131.7% | $5,820+167.1% | $6,712+131.6% |
| Admin fee / account holder | $61,465 | $13,989+339.4% | $10,600+479.8% | $11,409+438.8% |