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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,299 | $69,541-65.1% | $59,899-59.4% | $135,380-82.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -0.28% | 7.95%-8.2pp | 3.46%-3.7pp | 519.81%-520.1pp |
| Employer contribution / active EE | $935 | $3,236-71.1% | $2,723-65.7% | $4,779-80.4% |
| Participant deferral / active EE | $1,096 | $4,206-73.9% | $3,402-67.8% | $5,609-80.5% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |