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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,018 | $101,283-29.9% | $75,826-6.3% | $135,380-47.5% |
| Participation rate | 63.6% | 72.7%-9.1pp | 68.2%-4.6pp | 82.6%-19.0pp |
| Annual return | -4.50% | 3384.62%-3389.1pp | 1914.15%-1918.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,258 | $3,469+253.4% | $2,862+328.2% | $5,609+118.5% |
| Admin fee / account holder | $26,426 | $6,539+304.1% | $4,726+459.2% | $10,828+144.1% |