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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,768 | $90,489-94.7% | $76,051-93.7% | $145,978-96.7% |
| Participation rate | 22.2% | 74.5%-52.3pp | 69.1%-46.9pp | 80.3%-58.1pp |
| Annual return | 9.51% | 622.78%-613.3pp | 360.42%-350.9pp | 550.52%-541.0pp |
| Employer contribution / active EE | $1,044 | $3,319-68.6% | $2,690-61.2% | $4,662-77.6% |
| Participant deferral / active EE | $2,581 | $5,164-50.0% | $4,257-39.4% | $6,690-61.4% |
| Admin fee / account holder | $19,087 | $8,374+127.9% | $6,416+197.5% | $13,400+42.4% |