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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,971 | $107,368+22.9% | $92,915+42.0% | $152,909-13.7% |
| Participation rate | 16.7% | 79.8%-63.1pp | 76.0%-59.3pp | 82.5%-65.8pp |
| Annual return | 4.64% | 145.64%-141.0pp | 109.45%-104.8pp | 345.46%-340.8pp |
| Employer contribution / active EE | $10,618 | $4,222+151.5% | $3,653+190.6% | $4,764+122.9% |
| Participant deferral / active EE | $39,607 | $4,848+717.0% | $4,238+834.6% | $5,851+576.9% |
| Admin fee / account holder | $1,299 | $7,082-81.7% | $5,796-77.6% | $11,601-88.8% |