Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $264,479 | $152,619+73.3% | $125,195+111.3% | $152,909+73.0% |
| Participation rate | 94.7% | 83.3%+11.4pp | 79.8%+15.0pp | 82.5%+12.3pp |
| Annual return | 18.46% | 54.85%-36.4pp | 43.79%-25.3pp | 345.46%-327.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $567,703 | $13,437+4124.8% | $9,704+5750.1% | $11,601+4793.7% |