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 exceed $250,000 - top-decile high-value plan.
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 | $285,936 | $134,817+112.1% | $123,973+130.6% | $155,188+84.3% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.7%-76.7pp | 80.8%-80.8pp |
| Annual return | 15.47% | 515.49%-500.0pp | 388.13%-372.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $61,608 | $4,425+1292.2% | $4,126+1393.3% | $4,248+1350.4% |
| Participant deferral / active EE | $173,891 | $5,706+2947.3% | $5,247+3214.2% | $6,531+2562.5% |
| Admin fee / account holder | $3,462 | $13,245-73.9% | $11,799-70.7% | $14,480-76.1% |