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 | $30,563 | $52,678-42.0% | $75,784-59.7% | $59,633-48.7% |
| Participation rate | 70.4% | 67.2%+3.1pp | 75.8%-5.5pp | 68.7%+1.7pp |
| Annual return | 0.37% | 2.95%-2.6pp | 9.68%-9.3pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $448 | $3,610-87.6% | $5,300-91.5% | $4,297-89.6% |