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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,108 | $67,352-24.1% | $60,899-16.1% | $134,509-62.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.36% | 49.99%-64.3pp | 16.92%-31.3pp | 418.13%-432.5pp |
| Employer contribution / active EE | $7,437 | $3,098+140.1% | $2,702+175.2% | $4,741+56.9% |
| Participant deferral / active EE | $4,592 | $4,539+1.2% | $3,817+20.3% | $6,400-28.3% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |