Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $819,215 | $154,365+430.7% | $130,231+529.0% | $139,427+487.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 54.84% | 30.34%+24.5pp | 38.77%+16.1pp | 373.27%-318.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,711-100.0% |
| Admin fee / account holder | $45,409 | $9,214+392.8% | $6,020+654.3% | $11,404+298.2% |