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 | $513,708 | $180,329+184.9% | $112,258+357.6% | - |
| Participation rate | 0.0% | 66.3%-66.3pp | 75.1%-75.1pp | - |
| Annual return | 3.51% | -16.34%+19.9pp | 27.47%-24.0pp | - |
| Employer contribution / active EE | $0 | $2,897-100.0% | $3,636-100.0% | - |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,728-100.0% | - |
| Admin fee / account holder | $20,861 | $20,035+4.1% | $6,411+225.4% | - |