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.
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 | $13,645 | $108,897-87.5% | $100,378-86.4% | $145,877-90.6% |
| Participation rate | 45.5% | 83.0%-37.5pp | 81.5%-36.1pp | 80.3%-34.8pp |
| Annual return | 10.02% | 58.17%-48.2pp | 49.41%-39.4pp | 551.28%-541.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,399 | $9,690-44.3% | $7,899-31.7% | $13,402-59.7% |