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 | $274,947 | $162,136+69.6% | $152,301+80.5% | $154,746+77.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.86% | 91.02%-77.2pp | 80.50%-66.6pp | 172.34%-158.5pp |
| Employer contribution / active EE | $11,543 | $4,890+136.0% | $4,624+149.6% | $4,379+163.6% |
| Participant deferral / active EE | $53,275 | $8,341+538.7% | $8,004+565.6% | $6,730+691.6% |
| Admin fee / account holder | $1,758 | $15,759-88.8% | $14,398-87.8% | $14,365-87.8% |