Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,916 | $211,288-96.3% | $178,540-95.6% | $145,884-94.6% |
| Participation rate | 54.5% | 80.8%-26.3pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 12.42% | 30.27%-17.9pp | 27.15%-14.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $52 | $4,574-98.9% | $3,953-98.7% | $4,662-98.9% |
| Participant deferral / active EE | $1,748 | $6,967-74.9% | $6,281-72.2% | $6,690-73.9% |
| Admin fee / account holder | $1,389 | $12,105-88.5% | $10,424-86.7% | $13,392-89.6% |