Sign up free to preview peer percentile detail
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 | $324,651 | $72,426+348.3% | $67,560+380.5% | $145,897+122.5% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 11.50% | 7226.78%-7215.3pp | 3533.50%-3522.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $6,040 | $3,074+96.4% | $2,737+120.7% | $4,663+29.5% |
| Participant deferral / active EE | $15,511 | $4,785+224.1% | $4,004+287.4% | $6,689+131.9% |
| Admin fee / account holder | $124,133 | $5,514+2151.3% | $3,994+3008.0% | $13,390+827.0% |