Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,585 | $209,425-98.8% | $178,499-98.6% | $158,966-98.4% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 13.17% | 188.80%-175.6pp | 151.10%-137.9pp | 302.95%-289.8pp |
| Employer contribution / active EE | $1,735 | $5,707-69.6% | $5,011-65.4% | $4,762-63.6% |
| Participant deferral / active EE | $2,782 | $5,955-53.3% | $5,202-46.5% | $5,983-53.5% |
| Admin fee / account holder | $1,755 | $17,078-89.7% | $13,986-87.4% | $11,250-84.4% |