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.)
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 | $9,272 | $213,785-95.7% | $185,441-95.0% | $155,188-94.0% |
| Participation rate | 60.0% | 83.2%-23.2pp | 80.3%-20.3pp | 80.8%-20.8pp |
| Annual return | 13.80% | 19.97%-6.2pp | 20.16%-6.4pp | 148.84%-135.0pp |
| Employer contribution / active EE | $4,916 | $5,393-8.8% | $4,672+5.2% | $4,248+15.7% |
| Participant deferral / active EE | $6,817 | $6,864-0.7% | $6,152+10.8% | $6,531+4.4% |
| Admin fee / account holder | $4,791 | $21,134-77.3% | $17,890-73.2% | $14,480-66.9% |