Filed November 3, 2021
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.)
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 | $39,027 | $102,638-62.0% | $81,988-52.4% | $158,988-75.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 20.74% | 61.05%-40.3pp | 41.32%-20.6pp | 303.00%-282.3pp |
| Employer contribution / active EE | $1,640 | $3,241-49.4% | $2,499-34.4% | $4,763-65.6% |
| Participant deferral / active EE | $1,914 | $4,649-58.8% | $3,723-48.6% | $5,983-68.0% |
| Admin fee / account holder | $1,834 | $8,237-77.7% | $5,666-67.6% | $11,252-83.7% |