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 | $354,192 | $86,288+310.5% | $111,306+218.2% | $85,851+312.6% |
| Participation rate | 90.9% | 73.3%+17.6pp | 77.3%+13.6pp | 69.3%+21.6pp |
| Annual return | 12.54% | 19.99%-7.5pp | 54.67%-42.1pp | 318.63%-306.1pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,950 | $8,189-51.8% | $7,966-50.4% | $6,261-36.9% |