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.
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 | $329,736 | $155,555+112.0% | $146,866+124.5% | $155,188+112.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 3.57% | 115.41%-111.8pp | 102.85%-99.3pp | 148.84%-145.3pp |
| Employer contribution / active EE | $22,026 | $4,647+374.0% | $4,425+397.8% | $4,248+418.5% |
| Participant deferral / active EE | $51,486 | $8,044+540.0% | $7,759+563.5% | $6,531+688.3% |
| Admin fee / account holder | $108,603 | $14,755+636.0% | $13,620+697.4% | $14,480+650.0% |