Sign up free to preview peer percentile detail
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 | $8,336 | $154,228-94.6% | $145,433-94.3% | $137,256-93.9% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 35.76% | 74.59%-38.8pp | 66.58%-30.8pp | 220.34%-184.6pp |
| Employer contribution / active EE | $69,353 | $4,804+1343.7% | $4,554+1422.7% | $4,156+1568.7% |
| Participant deferral / active EE | $240,795 | $8,216+2830.7% | $7,897+2949.1% | $6,407+3658.4% |
| Admin fee / account holder | $780 | $14,344-94.6% | $13,129-94.1% | $12,270-93.6% |