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 | $138,676 | $61,660+124.9% | $80,022+73.3% | $64,173+116.1% |
| Participation rate | 90.7% | 71.7%+19.1pp | 75.8%+14.9pp | 69.6%+21.2pp |
| Annual return | -3.48% | -0.33%-3.2pp | 11.22%-14.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,941 | $5,417-8.8% | $6,521-24.2% | $4,887+1.1% |