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 | $279,582 | $160,070+74.7% | $147,117+90.0% | $145,897+91.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.28% | 98.69%-92.4pp | 420.54%-414.3pp | 552.29%-546.0pp |
| Employer contribution / active EE | $6,233 | $5,285+18.0% | $4,932+26.4% | $4,663+33.7% |
| Participant deferral / active EE | $11,862 | $8,419+40.9% | $8,065+47.1% | $6,689+77.3% |
| Admin fee / account holder | $138,893 | $15,035+823.8% | $12,993+969.0% | $13,390+937.3% |