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 | $285,580 | $181,062+57.7% | $158,223+80.5% | $155,188+84.0% |
| Participation rate | 94.1% | 82.7%+11.5pp | 79.2%+14.9pp | 80.8%+13.3pp |
| Annual return | 10.05% | 57.39%-47.3pp | 52.09%-42.0pp | 148.84%-138.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $119,421 | $18,825+534.4% | $16,047+644.2% | $14,480+724.7% |