Sign up free to preview peer percentile detail
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.)
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 | $18,226 | $166,242-89.0% | $165,071-89.0% | $145,884-87.5% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 48.00% | 100.44%-52.4pp | 70.17%-22.2pp | 551.85%-503.8pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $126,479 | $6,964+1716.2% | $6,035+1995.7% | $6,690+1790.7% |
| Admin fee / account holder | $858 | $16,658-94.8% | $12,695-93.2% | $13,392-93.6% |