Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,811 | $37,436-92.5% | $77,513-96.4% | $79,858-96.5% |
| Participation rate | 2.6% | 41.5%-39.0pp | 54.2%-51.6pp | 69.6%-67.1pp |
| Annual return | 12.57% | 39.75%-27.2pp | 54.81%-42.2pp | 31.72%-19.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,979 | $2,505-21.0% | $2,859-30.8% | $5,306-62.7% |