Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,499 | $181,062-98.6% | $158,223-98.4% | $155,188-98.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 15.33% | 57.39%-42.1pp | 52.09%-36.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $2,749 | $4,565-39.8% | $4,109-33.1% | $4,248-35.3% |
| Participant deferral / active EE | $2,749 | $6,134-55.2% | $5,467-49.7% | $6,531-57.9% |
| Admin fee / account holder | $1,152 | $18,825-93.9% | $16,047-92.8% | $14,480-92.0% |