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.
Sign up free to preview 1 actuary disclosure
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $332,077 | $669,896-50.4% | $266,689+24.5% | $669,896-50.4% |
| Participation rate | 100.0% | 90.5%+9.5pp | 100.0%0pp | 90.5%+9.5pp |
| Annual return | 1.59% | 11.25%-9.7pp | 6.90%-5.3pp | 11.25%-9.7pp |
| Employer contribution / active EE | $0 | $23,407-100.0% | $3,758-100.0% | $23,407-100.0% |
| Participant deferral / active EE | $0 | $8,339-100.0% | $10,088-100.0% | $8,339-100.0% |
| Admin fee / account holder | $16,000 | $52,310-69.4% | $8,005+99.9% | $52,310-69.4% |