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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,065 | $165,381-95.7% | $149,730-95.3% | $158,966-95.6% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 17.38% | 348.29%-330.9pp | 276.70%-259.3pp | 302.95%-285.6pp |
| Employer contribution / active EE | $1,405 | $5,104-72.5% | $4,645-69.8% | $4,762-70.5% |
| Participant deferral / active EE | $19,500 | $7,182+171.5% | $6,843+185.0% | $5,983+225.9% |
| Admin fee / account holder | $3,431 | $10,809-68.3% | $9,310-63.2% | $11,250-69.5% |