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 | $265,280 | $199,109+33.2% | $173,730+52.7% | $154,746+71.4% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 19.71% | 20.02%-0.3pp | 19.96%-0.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $3,123 | $5,311-41.2% | $4,577-31.8% | $4,379-28.7% |
| Participant deferral / active EE | $15,286 | $7,113+114.9% | $6,326+141.6% | $6,730+127.1% |
| Admin fee / account holder | $71,441 | $20,916+241.6% | $17,523+307.7% | $14,365+397.3% |