Sign up free to preview peer percentile detail
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.)
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 | $17,959 | $162,136-88.9% | $152,301-88.2% | $154,746-88.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 26.12% | 91.02%-64.9pp | 80.50%-54.4pp | 172.34%-146.2pp |
| Employer contribution / active EE | $21,235 | $4,890+334.2% | $4,624+359.2% | $4,379+384.9% |
| Participant deferral / active EE | $65,242 | $8,341+682.2% | $8,004+715.1% | $6,730+869.4% |
| Admin fee / account holder | $1,549 | $15,759-90.2% | $14,398-89.2% | $14,365-89.2% |