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 | $2,323,375 | $73,019+3081.9% | $90,766+2459.7% | $68,490+3292.3% |
| Participation rate | 7.1% | 70.8%-63.7pp | 75.7%-68.6pp | 67.9%-60.8pp |
| Annual return | -8.66% | -13.81%+5.2pp | -12.16%+3.5pp | -7.85%-0.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $72,662 | $5,897+1132.3% | $8,446+760.3% | $5,403+1244.9% |