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.
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.
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 | $7,461 | $90,691-91.8% | $76,119-90.2% | $145,884-94.9% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | -2.52% | 624.52%-627.0pp | 361.25%-363.8pp | 551.85%-554.4pp |
| Employer contribution / active EE | $2,671 | $3,329-19.8% | $2,693-0.8% | $4,662-42.7% |
| Participant deferral / active EE | $53,331 | $5,167+932.1% | $4,259+1152.1% | $6,690+697.2% |
| Admin fee / account holder | $28,740 | $8,383+242.8% | $6,421+347.6% | $13,392+114.6% |