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.
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 | $15,542 | $102,595-84.9% | $94,057-83.5% | $154,746-90.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.35% | 583.42%-569.1pp | 480.62%-466.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $3,198 | $3,147+1.6% | $2,933+9.0% | $4,379-27.0% |
| Participant deferral / active EE | $3,863 | $5,118-24.5% | $4,709-18.0% | $6,730-42.6% |
| Admin fee / account holder | $8 | $7,736-99.9% | $7,244-99.9% | $14,365-99.9% |