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 | $628,651 | $90,617+593.7% | $79,476+691.0% | $135,382+364.4% |
| Participation rate | 95.2% | 76.1%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | -8.98% | 977.57%-986.6pp | 718.21%-727.2pp | 519.77%-528.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $24,902 | $5,907+321.5% | $5,113+387.0% | $10,829+130.0% |