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 | $12,733 | $49,177-74.1% | $79,467-84.0% | $64,173-80.2% |
| Participation rate | 87.9% | 65.0%+22.8pp | 73.3%+14.5pp | 69.6%+18.3pp |
| Annual return | -0.34% | -1.16%+0.8pp | 718.30%-718.6pp | 7.63%-8.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $162 | $3,839-95.8% | $5,104-96.8% | $4,887-96.7% |