Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 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 | $431 | $70,366-99.4% | $66,674-99.4% | $138,895-99.7% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | -6.96% | 386.41%-393.4pp | 321.24%-328.2pp | 145.39%-152.4pp |
| Employer contribution / active EE | $12,702 | $2,765+359.4% | $2,620+384.8% | $4,194+202.8% |
| Participant deferral / active EE | $49,550 | $4,374+1032.8% | $4,084+1113.3% | $6,396+674.7% |
| Admin fee / account holder | $4,712 | $5,262-10.5% | $5,098-7.6% | $12,562-62.5% |