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 | $346,231 | $181,004+91.3% | $116,096+198.2% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 73.3%-73.3pp | - |
| Annual return | 2.64% | 7.93%-5.3pp | 326.25%-323.6pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $2,503-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,952-100.0% | - |
| Admin fee / account holder | $75,000 | $33,727+122.4% | $7,704+873.5% | - |