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 | $378,343 | $123,155+207.2% | $108,753+247.9% | $155,188+143.8% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 14.56% | 44.73%-30.2pp | 37.47%-22.9pp | 148.84%-134.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $65,890 | $12,126+443.4% | $10,320+538.5% | $14,480+355.0% |