Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
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 | $45,162 | $100,970-55.3% | $96,576-53.2% | $137,256-67.1% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 9.90% | 38.16%-28.3pp | 38.47%-28.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,344 | $3,809-38.5% | $3,553-34.0% | $4,156-43.6% |
| Participant deferral / active EE | $2,935 | $8,286-64.6% | $7,956-63.1% | $6,407-54.2% |
| Admin fee / account holder | $26,671 | $11,312+135.8% | $11,381+134.3% | $12,270+117.4% |