Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $209,342 | $86,050+143.3% | $189,758+10.3% | $94,015+122.7% |
| Participation rate | 9.4% | 68.9%-59.5pp | 79.8%-70.4pp | 70.8%-61.4pp |
| Annual return | 8.44% | 17.77%-9.3pp | 52.62%-44.2pp | 17.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $23,541 | $6,627+255.2% | $20,388+15.5% | $8,951+163.0% |