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 | $332,669 | $160,070+107.8% | $147,117+126.1% | $145,897+128.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.89% | 98.69%-93.8pp | 420.54%-415.6pp | 552.29%-547.4pp |
| Employer contribution / active EE | $72,022 | $5,285+1262.9% | $4,932+1360.1% | $4,663+1444.7% |
| Participant deferral / active EE | $128,238 | $8,419+1423.1% | $8,065+1490.1% | $6,689+1817.1% |
| Admin fee / account holder | $1,174 | $15,035-92.2% | $12,993-91.0% | $13,390-91.2% |