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 | $1,056,394 | $202,463+421.8% | $169,397+523.6% | $139,487+657.3% |
| Participation rate | 55.6% | 81.1%-25.6pp | 77.2%-21.6pp | 80.3%-24.8pp |
| Annual return | 31.16% | 532.64%-501.5pp | 406.23%-375.1pp | 373.84%-342.7pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $32,511 | $10,726+203.1% | $9,017+260.5% | $11,407+185.0% |