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 | $83,766 | $289,211-71.0% | $260,467-67.8% | $198,609-57.8% |
| Participation rate | 33.3% | 83.1%-49.8pp | 80.5%-47.1pp | 82.4%-49.0pp |
| Annual return | 17.45% | 112.90%-95.4pp | 100.60%-83.2pp | 202.70%-185.2pp |
| Employer contribution / active EE | $3,608 | $4,663-22.6% | $4,239-14.9% | $5,055-28.6% |
| Participant deferral / active EE | $7,833 | $6,812+15.0% | $6,319+24.0% | $6,977+12.3% |
| Admin fee / account holder | $1,644 | $16,236-89.9% | $15,461-89.4% | $19,030-91.4% |