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.)
Assets per participant exceed $250,000 - top-decile high-value 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 | $2,072,826 | $203,209+920.0% | $159,455+1199.9% | - |
| Participation rate | 0.0% | 77.0%-77.0pp | 82.8%-82.8pp | - |
| Annual return | 4.34% | 10.23%-5.9pp | 263.63%-259.3pp | - |
| Employer contribution / active EE | $0 | $2,919-100.0% | $4,830-100.0% | - |
| Participant deferral / active EE | $0 | $5,954-100.0% | $7,353-100.0% | - |
| Admin fee / account holder | $50,500 | $10,627+375.2% | $10,800+367.6% | - |