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.)
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 | $14,909 | $100,970-85.2% | $96,576-84.6% | $137,256-89.1% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 12.44% | 38.16%-25.7pp | 38.47%-26.0pp | 220.34%-207.9pp |
| Employer contribution / active EE | $5,195 | $3,809+36.4% | $3,553+46.2% | $4,156+25.0% |
| Participant deferral / active EE | $16,721 | $8,286+101.8% | $7,956+110.2% | $6,407+161.0% |
| Admin fee / account holder | $8,697 | $11,312-23.1% | $11,381-23.6% | $12,270-29.1% |