Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,298,296 | $223,823+926.8% | $211,142+988.5% | $154,746+1385.2% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.3%-87.3pp | 80.7%-80.7pp |
| Annual return | 14.65% | 50.39%-35.7pp | 46.84%-32.2pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $117,116 | $19,707+494.3% | $19,076+514.0% | $14,365+715.3% |