Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 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 | $742 | $265,195-99.7% | $422,209-99.8% | $287,034-99.7% |
| Participation rate | 75.0% | 49.8%+25.2pp | 23.3%+51.7pp | 55.9%+19.1pp |
| Annual return | 1.16% | 13.43%-12.3pp | 12.68%-11.5pp | 24.44%-23.3pp |
| Employer contribution / active EE | $0 | $48,153-100.0% | $41,609-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $4,545 | $2,528+79.8% | $10,609-57.2% | $22,013-79.4% |