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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $250,149 | $240,767+3.9% | $211,717+18.2% | $461,066-45.7% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.0%-82.0pp | 87.7%-87.7pp |
| Annual return | 12.41% | 18290.31%-18277.9pp | 16785.27%-16772.9pp | 484.84%-472.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,039-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $5,417-100.0% | $4,523-100.0% | $6,032-100.0% |
| Admin fee / account holder | $13,324 | $12,275+8.5% | $10,047+32.6% | $28,147-52.7% |