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.
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 | $597,238 | $208,088+187.0% | $186,193+220.8% | $154,746+285.9% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.1%-77.1pp | 80.7%-80.7pp |
| Annual return | 8.36% | 89.97%-81.6pp | 78.03%-69.7pp | 172.34%-164.0pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $294,600 | $11,698+2418.3% | $11,058+2564.2% | $14,365+1950.8% |