Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,009 | $147,556-95.2% | $129,031-94.6% | $198,609-96.5% |
| Participation rate | 0.0% | 77.2%-77.2pp | 73.4%-73.4pp | 82.4%-82.4pp |
| Annual return | 22.10% | 37.41%-15.3pp | 34.67%-12.6pp | 202.70%-180.6pp |
| Employer contribution / active EE | $6,853 | $3,645+88.0% | $3,226+112.4% | $5,055+35.6% |
| Participant deferral / active EE | $7,845 | $5,760+36.2% | $5,217+50.4% | $6,977+12.4% |
| Admin fee / account holder | $449 | $15,467-97.1% | $13,208-96.6% | $19,030-97.6% |