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 | $303,870 | $154,159+97.1% | $130,026+133.7% | $139,456+117.9% |
| Participation rate | 42.1% | 82.0%-39.9pp | 78.5%-36.4pp | 80.3%-38.2pp |
| Annual return | 23.63% | 32.50%-8.9pp | -137.26%+160.9pp | 373.45%-349.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $85,932 | $14,001+513.8% | $10,608+710.1% | $11,407+653.3% |