Filed July 29, 2025
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,673 | $146,267-61.3% | $197,124-71.3% | $82,448-31.3% |
| Participation rate | 84.6% | 84.0%+0.6pp | 86.7%-2.1pp | 68.1%+16.5pp |
| Annual return | 17.94% | 29.61%-11.7pp | 44.34%-26.4pp | 41.64%-23.7pp |
| Employer contribution / active EE | $867 | $4,723-81.6% | $6,227-86.1% | $2,551-66.0% |
| Participant deferral / active EE | $5,327 | $7,035-24.3% | $9,135-41.7% | $4,139+28.7% |
| Admin fee / account holder | $5,415 | $14,422-62.5% | $16,298-66.8% | $7,234-25.1% |