Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,200 | $102,663-93.0% | $86,216-91.6% | $139,466-94.8% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 13.38% | 1924.52%-1911.1pp | 1169.42%-1156.0pp | 373.66%-360.3pp |
| Employer contribution / active EE | $10,455 | $3,035+244.5% | $2,382+339.0% | $4,754+119.9% |
| Participant deferral / active EE | $20,186 | $4,677+331.6% | $3,986+406.4% | $6,712+200.7% |
| Admin fee / account holder | $4,020 | $8,663-53.6% | $6,853-41.3% | $11,409-64.8% |