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 | $285,807 | $110,240+159.3% | $96,544+196.0% | $139,487+104.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 18.96% | 26.41%-7.5pp | 25.88%-6.9pp | 373.84%-354.9pp |
| Employer contribution / active EE | $5,587 | $3,622+54.2% | $2,966+88.4% | $4,755+17.5% |
| Participant deferral / active EE | $14,310 | $5,549+157.9% | $4,851+195.0% | $6,713+113.2% |
| Admin fee / account holder | $12,064 | $11,602+4.0% | $8,254+46.1% | $11,407+5.8% |