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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $262,815 | $175,257+50.0% | $149,717+75.5% | $139,456+88.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.65% | 166.70%-156.0pp | 134.41%-123.8pp | 373.45%-362.8pp |
| Employer contribution / active EE | $1,421 | $5,477-74.1% | $4,820-70.5% | $4,753-70.1% |
| Participant deferral / active EE | $15,075 | $6,521+131.2% | $5,682+165.3% | $6,711+124.6% |
| Admin fee / account holder | $22,289 | $16,156+38.0% | $13,213+68.7% | $11,407+95.4% |