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 | $345,939 | $185,905+86.1% | $170,057+103.4% | $139,487+148.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -8.55% | 60.56%-69.1pp | 53.42%-62.0pp | 373.84%-382.4pp |
| Employer contribution / active EE | $51,917 | $7,597+583.4% | $6,790+664.6% | $4,755+991.9% |
| Participant deferral / active EE | $52,489 | $11,627+351.5% | $10,411+404.2% | $6,713+681.9% |
| Admin fee / account holder | $80,563 | $15,397+423.3% | $12,826+528.1% | $11,407+606.2% |