Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,808 | $165,939-95.3% | $122,354-93.6% | $147,585-94.7% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 20.81% | 34.56%-13.7pp | 30.28%-9.5pp | 578.58%-557.8pp |
| Employer contribution / active EE | $13,312 | $5,754+131.3% | $4,051+228.6% | $4,876+173.0% |
| Participant deferral / active EE | $13,795 | $4,005+244.4% | $3,287+319.6% | $5,439+153.6% |
| Admin fee / account holder | $1,707 | $7,425-77.0% | $5,479-68.8% | $10,886-84.3% |