Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $294,163 | $147,727+99.1% | $115,756+154.1% | $134,545+118.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -2.79% | 73.96%-76.7pp | 143.14%-145.9pp | 418.37%-421.2pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,401-100.0% |
| Admin fee / account holder | $53,150 | $14,571+264.8% | $8,124+554.2% | $11,431+365.0% |