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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $137,439 | $106,115+29.5% | $85,969+59.9% | $125,389+9.6% |
| Participation rate | 0.0% | 84.1%-84.1pp | 76.5%-76.5pp | 83.2%-83.2pp |
| Annual return | -11.21% | 13.93%-25.1pp | 9.32%-20.5pp | 282.24%-293.5pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,000 | $8,144+10.5% | $6,053+48.7% | $9,541-5.7% |