Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
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 | $66,232 | $57,119+16.0% | $85,187-22.3% | $80,935-18.2% |
| Participation rate | 20.4% | 56.4%-36.0pp | 67.5%-47.2pp | 67.7%-47.3pp |
| Annual return | 7.69% | 21.70%-14.0pp | 66.67%-59.0pp | 35.66%-28.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $615 | $4,990-87.7% | $6,162-90.0% | $6,924-91.1% |