Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.)
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 | $4,957 | $112,729-95.6% | $98,716-95.0% | $137,256-96.4% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 16.54% | 38.48%-21.9pp | 31.81%-15.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $873 | $2,725-68.0% | $2,279-61.7% | $4,156-79.0% |
| Participant deferral / active EE | $1,018 | $4,640-78.1% | $4,048-74.8% | $6,407-84.1% |
| Admin fee / account holder | $1,876 | $10,129-81.5% | $8,703-78.4% | $12,270-84.7% |