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 | $282,133 | $92,684+204.4% | $82,706+241.1% | $134,509+109.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.20% | 945.84%-960.0pp | 701.76%-716.0pp | 418.13%-432.3pp |
| Employer contribution / active EE | $15,691 | $3,272+379.6% | $3,007+421.7% | $4,741+231.0% |
| Participant deferral / active EE | $48,237 | $4,800+905.0% | $4,394+997.9% | $6,400+653.7% |
| Admin fee / account holder | $316,239 | $5,982+5186.6% | $5,329+5834.8% | $11,427+2667.6% |