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 | $50,443 | $100,868-50.0% | $90,414-44.2% | $158,931-68.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.61% | 1724.58%-1724.0pp | 1293.19%-1292.6pp | 302.86%-302.2pp |
| Employer contribution / active EE | $2,022 | $3,689-45.2% | $3,262-38.0% | $4,761-57.5% |
| Participant deferral / active EE | $12,576 | $4,348+189.3% | $3,963+217.3% | $5,982+110.2% |
| Admin fee / account holder | $8,750 | $6,502+34.6% | $5,611+55.9% | $11,247-22.2% |