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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,855,231 | $109,620+2504.7% | $148,496+1822.8% | $94,015+2937.0% |
| Participation rate | 6.1% | 71.3%-65.2pp | 76.0%-70.0pp | 70.8%-64.8pp |
| Annual return | 3.88% | 17.54%-13.7pp | 12.33%-8.4pp | 17.84%-14.0pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $80,491 | $10,050+700.9% | $19,547+311.8% | $8,951+799.2% |