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 | $33,961 | $91,019-62.7% | $392,568-91.3% | $72,975-53.5% |
| Participation rate | 28.0% | 74.4%-46.4pp | 78.1%-50.1pp | 69.5%-41.5pp |
| Annual return | 0.98% | 20.00%-19.0pp | 24.42%-23.4pp | 81.01%-80.0pp |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,783-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,344 | $4,895+90.9% | $6,260+49.3% | $5,124+82.4% |