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 | $1,364,668 | $407,956+234.5% | $299,830+355.1% | $198,609+587.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 5.43% | 6.66%-1.2pp | 10.58%-5.2pp | 202.70%-197.3pp |
| Employer contribution / active EE | $0 | $7,661-100.0% | $5,842-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $8,628-100.0% | $7,038-100.0% | $6,977-100.0% |
| Admin fee / account holder | $126,909 | $73,031+73.8% | $50,982+148.9% | $19,030+566.9% |