Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $387,091 | $109,620+253.1% | $148,496+160.7% | $94,015+311.7% |
| Participation rate | 64.0% | 71.3%-7.3pp | 76.0%-12.0pp | 70.8%-6.8pp |
| Annual return | 11.17% | 17.54%-6.4pp | 12.33%-1.2pp | 17.84%-6.7pp |
| 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 | $8,222 | $10,050-18.2% | $19,547-57.9% | $8,951-8.1% |