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 | $1,063 | $88,754-98.8% | $81,820-98.7% | $145,877-99.3% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | -3.72% | 1031.77%-1035.5pp | 777.93%-781.7pp | 551.28%-555.0pp |
| Employer contribution / active EE | $3,829 | $3,085+24.1% | $2,915+31.4% | $4,663-17.9% |
| Participant deferral / active EE | $5,910 | $4,648+27.2% | $4,323+36.7% | $6,691-11.7% |
| Admin fee / account holder | $1,988 | $8,424-76.4% | $7,391-73.1% | $13,402-85.2% |