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 | $389,736 | $180,101+116.4% | $95,733+307.1% | - |
| Participation rate | 0.0% | 65.2%-65.2pp | 72.3%-72.3pp | - |
| Annual return | 12.15% | 26.57%-14.4pp | 28.37%-16.2pp | - |
| Employer contribution / active EE | $0 | $2,353-100.0% | $2,835-100.0% | - |
| Participant deferral / active EE | $0 | $4,104-100.0% | $4,244-100.0% | - |
| Admin fee / account holder | $13,206 | $23,406-43.6% | $5,673+132.8% | - |