Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $18,198 | $81,696-77.7% | $70,494-74.2% | $158,982-88.6% |
| Participation rate | 16.7% | 77.7%-61.1pp | 75.1%-58.4pp | 82.0%-65.3pp |
| Annual return | 119.29% | 208.70%-89.4pp | 109.16%+10.1pp | 302.99%-183.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $836 | $6,200-86.5% | $3,848-78.3% | $11,252-92.6% |