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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,022 | $65,084-47.7% | $67,681-49.7% | $64,340-47.1% |
| Participation rate | 88.2% | 66.7%+21.5pp | 73.7%+14.5pp | 55.2%+33.0pp |
| Annual return | 10.57% | 20.50%-9.9pp | 590.58%-580.0pp | 24.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $0 | $3,210-100.0% | $3,976-100.0% | $2,980-100.0% |
| Admin fee / account holder | $110 | $1,415-92.2% | $6,100-98.2% | $3,703-97.0% |