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 | $402,675 | $125,778+220.1% | $114,563+251.5% | $154,746+160.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 14.60% | 295.14%-280.5pp | 241.09%-226.5pp | 172.34%-157.7pp |
| Employer contribution / active EE | $24,063 | $2,806+757.6% | $2,592+828.3% | $4,379+449.5% |
| Participant deferral / active EE | $31,000 | $4,445+597.5% | $4,142+648.4% | $6,730+360.6% |
| Admin fee / account holder | $39,721 | $8,190+385.0% | $7,623+421.1% | $14,365+176.5% |