Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $1,376,161 | $180,329+663.1% | $112,263+1125.8% | - |
| Participation rate | 0.0% | 66.3%-66.3pp | 75.1%-75.1pp | - |
| Annual return | -4.22% | -16.34%+12.1pp | 27.49%-31.7pp | - |
| Employer contribution / active EE | $0 | $2,897-100.0% | $3,636-100.0% | - |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,729-100.0% | - |
| Admin fee / account holder | $75,288 | $20,035+275.8% | $6,410+1074.5% | - |