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 | $258,577 | $165,361+56.4% | $149,715+72.7% | $158,950+62.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 13.63% | 348.24%-334.6pp | 276.66%-263.0pp | 302.91%-289.3pp |
| Employer contribution / active EE | $9,251 | $5,103+81.3% | $4,645+99.2% | $4,762+94.3% |
| Participant deferral / active EE | $6,758 | $7,182-5.9% | $6,842-1.2% | $5,983+13.0% |
| Admin fee / account holder | $16,021 | $10,808+48.2% | $9,310+72.1% | $11,248+42.4% |