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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,197 | $156,970-94.1% | $121,210-92.4% | $139,487-93.4% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 23.14% | 1477.10%-1454.0pp | 987.41%-964.3pp | 373.84%-350.7pp |
| Employer contribution / active EE | $2,093 | $5,546-62.3% | $4,171-49.8% | $4,755-56.0% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $265 | $6,947-96.2% | $5,647-95.3% | $11,407-97.7% |