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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $132,634-100.0% | $115,768-100.0% | $137,256-100.0% |
| Participation rate | 15.0% | 77.9%-62.9pp | 74.4%-59.4pp | 80.0%-65.0pp |
| Annual return | 0.00% | 160.70%-160.7pp | 100.46%-100.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $25 | $5,619-99.6% | $4,917-99.5% | $6,407-99.6% |
| Admin fee / account holder | $454,552 | $15,028+2924.7% | $12,439+3554.1% | $12,270+3604.5% |