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 | $33,385 | $96,956-65.6% | $69,779-52.2% | $273,972-87.8% |
| Participation rate | 0.0% | 77.1%-77.1pp | 71.8%-71.8pp | 83.0%-83.0pp |
| Annual return | 1.40% | 12.93%-11.5pp | 12.99%-11.6pp | 41.46%-40.1pp |
| Employer contribution / active EE | $48,733 | $3,316+1369.7% | $2,338+1984.1% | $4,869+900.9% |
| Participant deferral / active EE | $68,025 | $3,744+1716.9% | $2,931+2221.1% | $5,287+1186.6% |
| Admin fee / account holder | $19,890 | $7,934+150.7% | $4,381+354.0% | $10,133+96.3% |