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.)
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 | $122,555 | $160,040-23.4% | $147,096-16.7% | $145,877-16.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.00% | 98.49%-84.5pp | 419.75%-405.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $6,931 | $5,289+31.0% | $4,936+40.4% | $4,663+48.6% |
| Participant deferral / active EE | $30,678 | $8,429+264.0% | $8,071+280.1% | $6,691+358.5% |
| Admin fee / account holder | $188,802 | $15,050+1154.5% | $13,005+1351.7% | $13,402+1308.7% |