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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,468 | $88,702-44.2% | $81,780-39.5% | $145,978-66.1% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 13.55% | 1029.12%-1015.6pp | 776.27%-762.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $147 | $3,084-95.2% | $2,914-95.0% | $4,662-96.9% |
| Participant deferral / active EE | $4,199 | $4,645-9.6% | $4,321-2.8% | $6,690-37.2% |
| Admin fee / account holder | $18,775 | $8,414+123.1% | $7,384+154.3% | $13,400+40.1% |