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 | $25,226 | $75,541-66.6% | $152,093-83.4% | $82,637-69.5% |
| Participation rate | 49.2% | 66.5%-17.4pp | 77.8%-28.6pp | 68.1%-18.9pp |
| Annual return | 9.43% | 32.56%-23.1pp | 66.36%-56.9pp | 53.51%-44.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,088 | $6,405-67.4% | $14,497-85.6% | $7,339-71.5% |