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 | $369,399 | $315,200+17.2% | $238,191+55.1% | $155,188+138.0% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.1%-2.1pp | 80.8%-5.8pp |
| Annual return | 4.53% | 10.25%-5.7pp | 13.02%-8.5pp | 148.84%-144.3pp |
| Employer contribution / active EE | $0 | $6,383-100.0% | $5,082-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $6,726-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,740 | $48,031-81.8% | $34,582-74.7% | $14,480-39.6% |