Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 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 | $3,624,504 | $155,555+2230.0% | $146,866+2367.9% | $155,188+2235.6% |
| Participation rate | 11.1% | 84.0%-72.8pp | 82.5%-71.4pp | 80.8%-69.7pp |
| Annual return | 16.08% | 115.41%-99.3pp | 102.85%-86.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $210,000 | $14,755+1323.2% | $13,620+1441.9% | $14,480+1350.3% |