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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $352,254 | $145,431+142.2% | $211,142+66.8% | $87,485+302.6% |
| Participation rate | 27.2% | 84.7%-57.6pp | 87.3%-60.1pp | 68.9%-41.8pp |
| Annual return | 16.31% | 27.21%-10.9pp | 46.84%-30.5pp | 26.06%-9.7pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $41,782 | $17,052+145.0% | $19,076+119.0% | $7,775+437.4% |