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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,719 | $103,164+47.1% | $90,259+68.1% | $154,746-2.0% |
| Participation rate | 5.9% | 76.1%-70.2pp | 70.7%-64.9pp | 80.7%-74.8pp |
| Annual return | 12.94% | 19.25%-6.3pp | 18.88%-5.9pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,780 | $8,593-67.7% | $7,267-61.8% | $14,365-80.7% |