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 | $65,176 | $69,273-5.9% | $90,796-28.2% | $82,637-21.1% |
| Participation rate | 22.6% | 64.0%-41.5pp | 69.5%-46.9pp | 68.1%-45.5pp |
| Annual return | 11.35% | 18.37%-7.0pp | 19.29%-7.9pp | 53.51%-42.2pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,047-100.0% | $3,822-100.0% | $4,126-100.0% |
| Admin fee / account holder | $15,124 | $5,511+174.5% | $7,024+115.3% | $7,339+106.1% |